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Interpreting the New Giving Forecast...
What to Listen for After...
Make Full Use of Your...
Asking for Commitment in Planned...
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National Philanthropy Day: Your Role...
The Human Side of Estate...
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Nonprofits and Allied Professionals: A...
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Donor communication

  • 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,…

  • 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…

  • 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…

  • Gift Planning After the OBBBA

    by Amy Rector July 18, 2025
    by Amy Rector July 18, 2025

    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…

  • Frequently Asked Questions About the Change to QCD Reporting

    by Rebecca Wood, J.D. July 2, 2025
    by Rebecca Wood, J.D. July 2, 2025

    Why are qualified charitable distributions popular? Qualified charitable distributions (QCDs) are a valuable giving tool for IRA owners age 70½ or older who do…

  • Five Ways to Soar During the Summer Slump

    by Rebecca Wood, J.D. June 12, 2025
    by Rebecca Wood, J.D. June 12, 2025

    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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  • 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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