Author: Holly Omlor

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 - those incredibly generous, long-time major donors - but...

Texas Christian University

TCU’s partnership with Giving Docs demonstrates how an accessible, mission-aligned planning tool can ignite supporter enthusiasm and turn personal campus connections into lasting impact....

American Cancer Society

American Cancer Society's innovative use of Giving Docs shows how a compassionate, mission-aligned tool can support patients during some of their hardest moments while also deepening bonds with...
senior donors that make Qualified Charitable Distribution gift from IRA to nonprofit

QCDs: The Smart Giving Strategy Your Donors Need to Know About

As the year wraps up, most nonprofits are laser-focused on immediate, cash-based appeals. But the most forward-thinking ones are promoting a more strategic option: the Qualified Charitable Distribution...
nonprofit team using Giving Docs platform to power planned-giving strategy

Now is Your Moment: How Nonprofits Can Secure Their Share of the Great Wealth Transfer

We’re standing on the edge of something historic. Over the next 25 years, more than $84 trillion will change hands in what economists are calling the Great Wealth...
donor reviewing stock portfolio documents for charitable giving through Giving Docs

What Do Stocks Have to Do with Planned Giving?

As a nonprofit fundraising professional, you know the importance of meeting donors where they are, in their stage of life and readiness to give....
nonprofit milestone celebration supporting planned gifts and legacy giving

5 Ways to Leverage Organizational Milestones to Drive Planned Gifts

Every organization has them. Those powerful moments that mark a journey, honor the past, and point toward the future....
person signing simple will document to prevent title issues and trusts

Why Everyone Needs a Plan: When Trusts and Title Issues Matter

Estate planning can feel like something that’s reserved for the wealthy or the elderly (or both). In reality, a simple will is one of the most important tools...

Best Friends Animal Society

Best Friends Animal Society partnered with Giving Docs to help loyal supporters overcome hesitation around estate planning and make legacy giving more accessible....

ETV Endowment of South Carolina

The ETV Endowment of South Carolina strengthened its planned giving program by launching Giving Docs through a multi-channel campaign....