Category: Blog

How to Market Legacy Giving Programs to Modern Donors

It’s official: legacy giving is on the rise. Bequest giving grew nearly 20% in 2025, making it the fastest-growing of the four major sources tracked in Giving USA’s...

Three Questions Planned Giving Teams Should Consider Before Fall Campaign Season

For most nonprofits, fall marks the beginning of an important fundraising stretch of the year. Year-end appeals, donor events, planned giving goal deadlines, and stewardship outreach (whfew!) all...

Top 5 Giving USA 2026 Takeaways for Planned Giving Professionals

Each year, Giving USA takes stock of philanthropy across the country. This year’s findings brought real reasons for optimism: total charitable giving reached an estimated $617.2 billion in...

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 iteration, Virtuous customers can easily add Giving Docs...

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 that generate the strongest engagement are rarely the...

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 and according to plan. They do their job...

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 leans on storytelling and heartstrings: appeals that say...

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 commitment is formalized....

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 around, a few emails go out, and then…...

On Community and Resilience

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