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Interpreting the New Giving Forecast...
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Make Full Use of Your...
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Nonprofits and Allied Professionals: A...
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  • The Evolution of Donor-Advised Funds: What You Need to Know from the Giving USA 2024 Report

    by Marina Cooper September 3, 2024
    by Marina Cooper September 3, 2024

    Donor-advised funds (DAFs) have become one of the fastest-growing planned giving vehicles over the last few decades, offering flexibility for donors and a steady…

  • Cryptocurrency owners want to donate. Are you ready?

    by Connor Jett, J.D. August 19, 2024
    by Connor Jett, J.D. August 19, 2024

    A whole new generation of donors is out there—donors who own cryptocurrency and want to use it to meet their charitable goals. But while…

  • How to Talk to Donors About Wills

    by Rebecca Wood, J.D. August 1, 2024
    by Rebecca Wood, J.D. August 1, 2024

    August is National Make-A-Will Month. This presents a great opportunity to talk to donors about how simple it can be to add a powerful…

  • Planned Giving Trends and Insights from Giving USA 2024

    by Marina Cooper July 15, 2024
    by Marina Cooper July 15, 2024

    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…

  • Surveys Can Identify Planned Giving Prospects

    by Rebecca Wood, J.D. July 1, 2024
    by Rebecca Wood, J.D. July 1, 2024

    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…

  • The Surprising Value of Print Newsletters in the Digital Age

    by Rebecca Wood, J.D. June 12, 2024
    by Rebecca Wood, J.D. June 12, 2024

    As technology continues to advance, some charities are questioning the effectiveness of sending direct mail to their donors. The traditional planned giving newsletter, in…

  • Helping Donors Choose a Life Income Gift

    by Connor Jett, J.D. May 29, 2024
    by Connor Jett, J.D. May 29, 2024

    When donors choose to give to your organization, they want to make a positive difference and feel part of something bigger than themselves. They…

  • Honoring Loved Ones with Planned Giving

    by Rebecca Wood, J.D. May 10, 2024
    by Rebecca Wood, J.D. May 10, 2024

    As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…

  • Navigating Anonymous Gifts—Options and Challenges

    by Marina Cooper April 26, 2024
    by Marina Cooper April 26, 2024

    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…

  • Many financial advisors don’t discuss gift planning. You can help.

    by Rebecca Wood, J.D. March 4, 2024
    by Rebecca Wood, J.D. March 4, 2024

    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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