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Helping Donors Avoid Common Planned...
Interpreting the New Giving Forecast...
What to Listen for After...
Make Full Use of Your...
Asking for Commitment in Planned...
Using AI Wisely in Planned...
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National Philanthropy Day: Your Role...
The Human Side of Estate...
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The Edge from EDS
Where the technical, the tactical, and the timely meet

    5 Common Mistakes with Charitable Beneficiary Designations

    by Rebecca Wood, J.D. February 26, 2025
    by Rebecca Wood, J.D. February 26, 2025

    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…

  • Showing Donors Love: Four Ways to Express Appreciation

    by Marina Cooper February 14, 2025
    by Marina Cooper February 14, 2025

    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…

  • How to Engage Female Donors in a Changing World

    by Rebecca Wood, J.D. January 31, 2025
    by Rebecca Wood, J.D. January 31, 2025

    “Women’s growing leadership in households, the workforce, and society more broadly is influencing patterns of generosity.” This is a quote from Women Give 2024:…

  • How to Talk to Donors About Giving from an IRA

    by Rebecca Wood, J.D. January 15, 2025
    by Rebecca Wood, J.D. January 15, 2025

    A record number of Americans are reaching retirement—more specifically, age 70½. This important age marks the time when an IRA owner can make a…

  • Top Posts and Staff Favorites: 2024 in Review

    by Rebecca Wood, J.D. December 30, 2024
    by Rebecca Wood, J.D. December 30, 2024

    The Edge from EDS aims to provide content that is educational, engaging, and inspiring. We want to equip you with the tools and knowledge…

  • Four Ways to Refresh Your Planned Giving Program in 2025

    by Rebecca Wood, J.D. December 19, 2024
    by Rebecca Wood, J.D. December 19, 2024

    We’ve reached the point where the rest of the year can be measured in days. Once we ring in the new year, that flip…

  • From Gratitude to Giving: The Highlights of the CLT

    by Connor Jett, J.D. November 27, 2024
    by Connor Jett, J.D. November 27, 2024

    Tomorrow, your current and future donors will gather with loved ones to give thanks for all the good in their lives. Charitable giving is…

  • How Planned Giving Professionals Can Leverage Giving Tuesday

    by Amy Rector November 12, 2024
    by Amy Rector November 12, 2024

    Ah, Giving Tuesday! A day when generosity is in the air (and all over social media). A day when people around the world come…

  • Are Your Donors Spooked? Ease Their 5 Biggest Fears About Planned Giving.

    by Rebecca Wood, J.D. October 31, 2024
    by Rebecca Wood, J.D. October 31, 2024

    Donors harbor more fears than mere bumps in the night. Planned giving can spook even the most confident giver. Luckily, you can help your…

  • National Estate Planning Awareness Week: Becoming Your Donors’ Trusted Partner

    by Marina Cooper October 14, 2024
    by Marina Cooper October 14, 2024

    Fall is here. Stores are stocked full of decorations for Halloween, Thanksgiving, and even Christmas! Your supporters are anticipating upcoming festivities and fun with…

  • How to Create and Fully Utilize a Legacy Society

    by Rebecca Wood, J.D. September 30, 2024
    by Rebecca Wood, J.D. September 30, 2024

    A legacy society is an easy and important way to cultivate donor relationships, encouraging new or additional planned gifts and making it less likely…

  • Five Ways to Maximize Impact and Engagement with Your Planned Giving Website

    by Rebecca Wood, J.D. September 16, 2024
    by Rebecca Wood, J.D. September 16, 2024

    Encouraging planned giving takes persistence and patience. It necessitates building a trusting relationship with prospective donors. While you can build these connections in many…

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