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. 

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...

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...
Frontline fundraisers collaborate while reviewing notes during a community event, focusing on strategies for successful engagement.

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...

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...

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...

Planned Giving 201: Lessons Learned in Higher Education Planned Giving

With the fall academic semester underway, the Giving Docs team is helping a wide array of planned giving teams at...

Central Park Conservancy

Central Park Conservancy oversees and manages Central Park in New York City, one of the most visited public spaces in...

Increasing Planned Giving Through DEI: A Conversation with Lillie Nkenchor and Dien Yuen

2022 Year End Reflections

As the year draws to a close, I find it humbling and inspiring to reflect on the progress Giving Docs...

Quantifying the Value of a Planned Gift “Handraiser”

Over the last ten years, with an increase in survey marketing and online estate planning, we have seen a corresponding...
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…