Category: Reports

DEI in Planned Giving: 2022 Survey Results

Enter your contact information below* to unlock all of our resources plus latest news and planned giving trends. * We will never share or sell your information at...

DEI in Planned Giving — Part 3: Recommendations to Increase Diversity in Planned Giving

Third part of a multi-part series exploring ways to make planned giving more inclusive for communities of color. This section focuses on high net worth donors of color...

DEI in Planned Giving — Part 2: Historical, systemic & legal barriers to estate planning

Second part of a multi-part series exploring ways to make planned giving more inclusive for communities of color. Enter your contact information below* to unlock all of our...

DEI in Planned Giving — Part 1: Understanding the need for inclusivity in planned giving

The first of a multi-part series exploring ways to make planned giving more inclusive for communities of color....