The key to any nonprofit’s vitality and success largely rests in the strength of its planned giving program. Ensuring the stability and advancement of…
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As technology continues to advance, some charities are questioning the effectiveness of sending direct mail to their donors. The traditional planned giving newsletter, in…
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When donors choose to give to your organization, they want to make a positive difference and feel part of something bigger than themselves. They…
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As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…
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Charitable giving increases with a donor’s financial confidence and stability. Right? While this commonly held notion seems intuitive, it isn’t always the case. In…
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Baby boomers are poised to set off the largest generational wealth transfer in history, with a combined estimated value of over $70 trillion. This…
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Charitable giving continues to be important to affluent households. These individuals are looking to their financial planners for guidance on using their resources well…
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Chances are you’ve seen a video or two of someone strolling along a busy sidewalk, so engrossed by whatever is on their phone—a work…
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Charitable gift annuities (CGAs) have a long history, but they are certainly not an outdated option. On the contrary, recent legislative and market forces…
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The last days of December lend themselves to reflection on the year that is almost over and consideration of what we expect from the…
As far back as Ancient Rome, philosophers have praised anonymous giving as a sign of humility and high moral stature—it keeps attention on the…
When couples make joint philanthropy an integral part of their love story, they enrich not just their own lives but the lives of generations…