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Interpreting the New Giving Forecast...
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Make Full Use of Your...
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The Human Side of Estate...
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Nonprofits and Allied Professionals: A...
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The Edge from EDS
Where the technical, the tactical, and the timely meet
Tag:

charitable giving

  • Make a Wish? No, Make a Will.

    by Terry Sites August 16, 2023
    by Terry Sites August 16, 2023

    In the classic movie The Wizard of Oz, Dorothy clicks the heels of her ruby-red slippers and wishes to return to her beloved Kansas,…

  • WATCH OUT! A Gift of a Business Interest and the Lessons of the Trojan Horse

    by James Jett, J.D. August 7, 2023
    by James Jett, J.D. August 7, 2023

    The classic tale of the Trojan Horse (or, for the truly cultured, the Trojan Rabbit) serves as a warning about accepting gifts that may…

  • Learn, Connect, Empower: The Benefits of Donor Surveys and Where to Begin

    by Rebecca Wood, J.D. July 17, 2023
    by Rebecca Wood, J.D. July 17, 2023

    Donor surveys can be an effective, powerful addition to your established marketing and outreach program. If you haven’t yet conducted a donor survey, consider…

  • A Year in Giving: Facts and Insights from the Giving USA 2023 Report

    by Marina Cooper June 29, 2023
    by Marina Cooper June 29, 2023

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

  • Endowment Gifts: Five Tips for Meaningful Communications with Donors

    by Amy Rector June 6, 2023
    by Amy Rector June 6, 2023

    An endowment is a powerful way to secure a level of financial stability. Commingled gifts are invested for growth, and only the fund’s generated…

  • To Increase Donor Trust and Understanding, Tell a Story

    by Rebecca Wood, J.D. May 25, 2023
    by Rebecca Wood, J.D. May 25, 2023

    Donor trust is paramount to long-term success. Unfortunately, many Americans are struggling to maintain trust in society’s institutions—including nonprofits. A study conducted by the…

  • Supporting Generosity: Proposed Charitable Act Holds a Gift for Non-Itemizers

    by Connor Jett, J.D. May 18, 2023
    by Connor Jett, J.D. May 18, 2023

    The 2017 Tax Cuts and Jobs Act created sweeping tax changes, including increasing the standard deduction and eliminating or capping many itemized deductions. Unfortunately,…

  • Now is the Time for Retirees to Explore Charitable Gift Annuities

    by Rebecca Wood, J.D. May 2, 2023
    by Rebecca Wood, J.D. May 2, 2023

    Retirees face planning pressure from many factors, including inflation, higher interest rates, market uncertainty, and longevity risk. Charitable gift annuities (CGAs) have always been…

  • Women and Giving: The Importance of Engaging Female Donors

    by Rebecca Wood, J.D. April 26, 2023
    by Rebecca Wood, J.D. April 26, 2023

    The traditional perception of what a donor looks like has been changing for some time as women comprise an ever-growing segment of givers. With…

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  • Interpreting the New Giving Forecast After OBBBA:
    What Has Changed and What Endures
  • What to Listen for After Tax Season:
    Five Donor Comments That May Reveal Giving Opportunities
  • Make Full Use of Your Planned Giving Website
  • Asking for Commitment in Planned Giving
  • Using AI Wisely in Planned Giving
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