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Category: Blog
Blog
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...
Blog
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....
Blog
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…...
Blog
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...
Blog
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...
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 a more strategic option: the Qualified Charitable Distribution...
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 in what economists are calling the Great Wealth...
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 and readiness to give....
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 will is one of the most important tools...
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