Author: Holly Omlor

Case Study

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...

Case Study

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...

Blog

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...

Blog

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...

Blog

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...

Blog

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....

Blog

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...

Case Study

Best Friends Animal Society

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

Case Study

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....

Case Study

New Mexico PBS

After switching to Giving Docs, New Mexico PBS saw its donor disclosure rate soar, significantly improving visibility into planned gift...