Welcome to National Make-a-Will Month! We know that adding a charitable gift to a new or existing will is easy, straightforward, and meaningful. Better…
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The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings long-awaited clarity to tax and estate planning. It also…
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Why are qualified charitable distributions popular? Qualified charitable distributions (QCDs) are a valuable giving tool for IRA owners age 70½ or older who do…
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When the weather heats up, nonprofits often experience a cooldown in giving and donor engagement. This “summer slump” is well documented: • An analysis…
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Your donors have an amazing capacity for generosity. The current economic fears and fluctuations will not put a halt to philanthropy, but they are…
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Two of the most common giving options for wealthy families are donor-advised funds (DAFs) and private foundations. Both involve an initial contribution of assets…
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Most taxpayers are thrilled to receive unexpected income—until they calculate the impact it will have on their tax bill. Over 3 million Americans will…
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Tax Day is right around the corner, meaning many of your donors are thinking about ways to reduce next year’s tax bill. While the…
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Many donors find charitable beneficiary designations to be a simple way to make a significant legacy gift—one that bypasses probate, costs nothing now, and…
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On Valentine’s Day, as you celebrate those you love, take a moment to think of those who make your work possible—your donors. While donors…
In today’s uncertain economy, many donors are looking for ways to support the causes they care about without putting a strain on their day-to-day…
April is National Financial Literacy Month, which promotes financial education and empowerment. As Americans finish and file their taxes, it’s a good time for…