Author: Holly Omlor

Blog

Top 5 Giving USA 2026 Takeaways for Planned Giving Professionals

Blog

Bringing Planned Giving Into a Strategic Ecosystem of Data and Growth

Giving Docs is excited to expand our partnership with Virtuous, the responsive fundraising CRM platform for nonprofits. Through this new...

Blog

Make-A-Will Month Campaign Approaches That Actually Drive Engagement

Every August, nonprofits launch Make-A-Will Month (MAWM) campaigns hoping to inspire supporters to take action on estate planning. The campaigns...

Blog

Introducing the Legacy Letter: A New Way to Support the People Behind the Plan

Estate planning has always been grounded in documents. Wills, trusts, and directives exist to make sure everything is handled thoughtfully...

Case Study

Orthodox Union

Orthodox Union made legacy giving more accessible by aligning estate planning with their community’s values and traditions. Download the case...

Blog

Tax Season: How to Incorporate Philanthropic Strategy

Unlike year-end giving, which is often fueled by emotion and calendar urgency, tax season is driven by analysis. December fundraising...

Blog

From Steady Growth to Strategic Momentum: How Washburn Documented $21M in Legacy Gifts

Planned giving programs are built over decades. They grow through trust, stewardship, and conversations that often begin long before a...

Blog

A Year-Round Framework for Thoughtful Outreach that goes beyond Make-A-Will Month

For many nonprofits, sharing estate planning tools lives in a very small marketing timeframe on the calendar. Make-A-Will Month rolls...

Blog

On Community and Resilience

It’s hard to believe that Giving Docs has been part of the nonprofit community for over ten years - communicating,...

Blog

6 Tips to Optimize Prospect Development for Planned Giving

Even the most thoughtfully built planned giving programs could lose momentum. You have the usual suspects in your pipeline -...