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 Edge
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As technology continues to advance, some charities are questioning the effectiveness of sending direct mail to their donors. The traditional planned giving newsletter, in…
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As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…
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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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When couples make joint philanthropy an integral part of their love story, they enrich not just their own lives but the lives of generations…
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Chances are you’ve seen a video or two of someone strolling along a busy sidewalk, so engrossed by whatever is on their phone—a work…
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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…
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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…
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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,…
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The classic tale of the Trojan Horse (or, for the truly cultured, the Trojan Rabbit) serves as a warning about accepting gifts that may…
