Category: 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...
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 a more strategic option: the Qualified Charitable Distribution...
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 in what economists are calling the Great Wealth...
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 and readiness to give....
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 will is one of the most important tools...
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 giving campaign before year-end giving truly kicks into...
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 made by a loyal donor years ago?...
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 their will, whether or not they include a...
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 campaign....