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The Edge from EDS
Where the technical, the tactical, and the timely meet

    What to Listen for After Tax Season:
    Five Donor Comments That May Reveal Giving Opportunities

    by Amy Rector April 15, 2026
    by Amy Rector April 15, 2026

    In the weeks after tax season, donors tend to talk more openly about their finances. They might make passing comments about what they owed,…

  • Make Full Use of Your Planned Giving Website

    by Rebecca Wood, J.D. March 12, 2026
    by Rebecca Wood, J.D. March 12, 2026

    Far from an optional addition, a planned giving website is an essential, invaluable tool for any planned giving program. When thoughtfully constructed and regularly…

  • Asking for Commitment in Planned Giving

    by Rebecca Wood, J.D. February 13, 2026
    by Rebecca Wood, J.D. February 13, 2026

    In the reality TV show The Bachelor, the rose ceremony at the end of most episodes marks a clear moment of decision. A rose…

  • Using AI Wisely in Planned Giving

    by Rebecca Wood, J.D. January 15, 2026
    by Rebecca Wood, J.D. January 15, 2026

    Artificial intelligence offers exciting opportunities to make planned giving teams faster and more efficient, so you can spend more time building donor relationships. But…

  • What Giving Tuesday Reveals About Donor Motivation

    by Amy Rector December 2, 2025
    by Amy Rector December 2, 2025

    Giving Tuesday is often described as a global celebration of generosity—a day when people come together to support causes they care about and participate…

  • National Philanthropy Day: Your Role in Inspiring Family Giving

    by Rebecca Wood, J.D. November 14, 2025
    by Rebecca Wood, J.D. November 14, 2025

    A family legacy of giving rarely begins in a lawyer’s office. It starts at the dinner table, during volunteer experiences, and through countless small…

  • The Human Side of Estate Planning

    by Amy Rector October 20, 2025
    by Amy Rector October 20, 2025

    Estate planning is often framed in terms of taxes, legal documents, and financial strategies. Those mechanics matter, of course, but they’re not what truly…

  • Guiding Donors Through DAF Succession Planning

    by Rebecca Wood, J.D. October 9, 2025
    by Rebecca Wood, J.D. October 9, 2025

    Happy DAF Day! Donor-advised funds are best known for making it easy to set aside money for charitable giving and recommend grants that have…

  • Nonprofits and Allied Professionals: A Winning Combination

    by Rebecca Wood, J.D. September 17, 2025
    by Rebecca Wood, J.D. September 17, 2025

    Planned giving is rarely a solitary endeavor. It’s a collaborative effort between your organization, your donor, and the donor’s advisor, attorney, accountant, or trust…

  • Donor Outreach Topics for This Year and Next

    by Amy Rector September 4, 2025
    by Amy Rector September 4, 2025

    The One Big Beautiful Bill Act (OBBBA) redefines the tax landscape around charitable giving, creating both expanded opportunities and subtle new limits. As donors…

  • Converting Year-End Donors into Legacy Supporters

    by Rebecca Wood, J.D. August 21, 2025
    by Rebecca Wood, J.D. August 21, 2025

    Year-end donors are more than seasonal givers—they’re potential legacy builders. Their loyalty, paired with the season’s spirit of generosity, makes this the perfect time…

  • Planning ahead: Insights from Giving USA 2025

    by Marina Cooper August 11, 2025
    by Marina Cooper August 11, 2025

    Giving USA Foundation’s annual report provides valuable insights into the state of charitable giving in the United States. Researched and written by the Indiana…

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