Resources

Explore Tools, Insights, and Guidance

Thoughtfully designed to strengthen donor relationships, inspire generosity, and make legacy giving a seamless part of your mission-driven work. 

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...
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...
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...

Boosting Donations with Chariot: A New Tool for Faster, Easier Donor-Advised Fund Gifts Through Giving Docs

Giving Docs has teamed up with Chariot to make giving through donor-advised funds (DAFs) faster and more convenient than ever....

4 Ways Your Website Can Support Your Legacy Giving Program

In this blog post, we will walk through four essential ways your website can strengthen your legacy giving program, helping...

Fostering Planned Giving: 5 Expert Tips for Nonprofits

Growing your nonprofit’s planned giving program is one of the most effective ways to scale your organization and set yourself...
DEI in Planned Giving

Resources to Support Inclusive and Equitable Legacy Giving 

Planned giving should be accessible, meaningful, and welcoming to everyone. These resources are here to help you build a more inclusive program, one that reflects the values of your organization and earns the trust of the diverse communities you serve. 

PART 1

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

PART 2

Second part of a multi-part series exploring ways to make planned giving more inclusive for communities of color. Enter your contact…

PART 3

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