Category: Blog

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....
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...
legacy giving strategies during Estate Planning Awareness Week

National Estate Planning Awareness Week Is Closer Than You Think

The third week of October is National Estate Planning Awareness Week (NEPAW) a fresh opportunity to run a major planned...
fundraising team reviewing annual campaign planning while integrating planned giving

Including Planned Giving in Your Annual Fundraising Strategy

What if the key to unlocking your nonprofit’s long-term financial stability wasn’t your next fundraising event but a quiet decision...
fundraiser meeting with donor to discuss planned giving during Make a Will Month

Make-A-Will Month Talking Points for Frontline Fundraisers

August is National Make-A-Will Month, which makes it the perfect time to encourage donors and prospects to create or update...
nonprofit team preparing Make-a-Will Month outreach to promote planned giving

Make-A-Will Month is almost here—are you ready?

August is just around the corner, and now is the perfect time to gear up for a successful Make-A-Will Month...
nonprofit capital campaign donors discussing legacy giving and planned gifts

What Role Does Legacy Giving Play in Capital Campaigns?

Today’s donors have embraced a diverse variety of giving methods, and many nonprofits are racing to catch up. Non-cash gifts...

Amplify Your Planned Giving Potential: Unlocking Top-Tier Results Through Strategic Partnerships

Organizations are constantly seeking innovative ways to enhance their planned giving strategies. Collaboration allows collective expertise to help deliver exceptional...

Unlock Major Giving Opportunities: 4 Prospect Research Tips

In this guide, we’ll walk through four tips for effective prospect research to help your organization build a major giving...