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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...
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National Philanthropy Day: Your Role...
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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The Edge

  • 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…

  • Overcoming Estate Planning Hesitations During Financial Literacy Month

    by Rebecca Wood, J.D. March 27, 2025
    by Rebecca Wood, J.D. March 27, 2025

    April is National Financial Literacy Month, which promotes financial education and empowerment. As Americans finish and file their taxes, it’s a good time for…

  • 5 Common Mistakes with Charitable Beneficiary Designations

    by Rebecca Wood, J.D. February 26, 2025
    by Rebecca Wood, J.D. February 26, 2025

    Many donors find charitable beneficiary designations to be a simple way to make a significant legacy gift—one that bypasses probate, costs nothing now, and…

  • How to Engage Female Donors in a Changing World

    by Rebecca Wood, J.D. January 31, 2025
    by Rebecca Wood, J.D. January 31, 2025

    “Women’s growing leadership in households, the workforce, and society more broadly is influencing patterns of generosity.” This is a quote from Women Give 2024:…

  • Top Posts and Staff Favorites: 2024 in Review

    by Rebecca Wood, J.D. December 30, 2024
    by Rebecca Wood, J.D. December 30, 2024

    The Edge from EDS aims to provide content that is educational, engaging, and inspiring. We want to equip you with the tools and knowledge…

  • From Gratitude to Giving: The Highlights of the CLT

    by Connor Jett, J.D. November 27, 2024
    by Connor Jett, J.D. November 27, 2024

    Tomorrow, your current and future donors will gather with loved ones to give thanks for all the good in their lives. Charitable giving is…

  • Are Your Donors Spooked? Ease Their 5 Biggest Fears About Planned Giving.

    by Rebecca Wood, J.D. October 31, 2024
    by Rebecca Wood, J.D. October 31, 2024

    Donors harbor more fears than mere bumps in the night. Planned giving can spook even the most confident giver. Luckily, you can help your…

  • 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…

  • 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…

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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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