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. 

On Community and Resilience

It’s hard to believe that Giving Docs has been part of the nonprofit community for over ten years - communicating,...

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 -...

Texas Christian University

TCU’s partnership with Giving Docs demonstrates how an accessible, mission-aligned planning tool can ignite supporter enthusiasm and turn personal campus...

American Cancer Society

American Cancer Society's innovative use of Giving Docs shows how a compassionate, mission-aligned tool can support patients during some of...
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...

Best Friends Animal Society

Best Friends Animal Society partnered with Giving Docs to help loyal supporters overcome hesitation around estate planning and make legacy...
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...

ETV Endowment of South Carolina

The ETV Endowment of South Carolina strengthened its planned giving program by launching Giving Docs through a multi-channel campaign....
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…