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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...
What Giving Tuesday Reveals About...
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The Human Side of Estate...
Guiding Donors Through DAF Succession...
Nonprofits and Allied Professionals: A...
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The Edge from EDS
Where the technical, the tactical, and the timely meet
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planned giving

  • The Sunset of the TCJA: Just a Bit Outside of a Regular Pitch

    by James Jett, J.D. December 4, 2023
    by James Jett, J.D. December 4, 2023

    In the 1989 comedy classic Major League, baseball broadcasting legend Bob Uecker plays a hard-drinking, sarcastic baseball play-by-play announcer named Harry Doyle, who covers…

  • Using Empathy to Overcome Donor Objections

    by Marina Cooper October 9, 2023
    by Marina Cooper October 9, 2023

    Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…

  • Evaluating Planned Gift Marketing: How to Use ROI and Improve Its Measurement

    by Rebecca Wood, J.D. September 21, 2023
    by Rebecca Wood, J.D. September 21, 2023

    Planned gifts are among the most important ways charitable organizations raise funds. These gifts can comprise up to 30-50% of a nonprofit’s annual revenue…

  • Donor-Advised Funds: Educating Supporters and Encouraging Grants

    by Marina Cooper September 6, 2023
    by Marina Cooper September 6, 2023

    A donor-advised fund (DAF) is a well-regarded charitable giving account that provides great flexibility for donors. When a donor transfers assets into a DAF,…

  • 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,…

  • 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…

  • 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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