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Planned Giving 201: Lessons Learned in Higher Education Planned Giving

With the fall academic semester underway, the Giving Docs team is helping a wide array of planned giving teams at...

Central Park Conservancy

Central Park Conservancy oversees and manages Central Park in New York City, one of the most visited public spaces in...

Increasing Planned Giving Through DEI: A Conversation with Lillie Nkenchor and Dien Yuen

DEI in Planned Giving: 2022 Survey Results

DEI in Planned Giving — Part 3: Recommendations to Increase Diversity in Planned Giving

DEI in Planned Giving — Part 2: Historical, systemic & legal barriers to estate planning

DEI in Planned Giving — Part 1: Understanding the need for inclusivity in planned giving

The first of a multi-part series exploring ways to make planned giving more inclusive for communities of color....

2022 Year End Reflections

As the year draws to a close, I find it humbling and inspiring to reflect on the progress Giving Docs...

Quantifying the Value of a Planned Gift “Handraiser”

Over the last ten years, with an increase in survey marketing and online estate planning, we have seen a corresponding...

Security at Giving Docs: A Letter from our CEO

I am thrilled to announce that this summer, Giving Docs achieved SOC 2 Type 2 security certification. This means that...