Category: 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...

Tax Season: How to Incorporate Philanthropic Strategy

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

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

On Community and Resilience

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

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 -...
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...
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...
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...
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....