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. 

Bringing Planned Giving Into a Strategic Ecosystem of Data and Growth

Giving Docs is excited to expand our partnership with Virtuous, the responsive fundraising CRM platform for nonprofits. Through this new...

Make-A-Will Month Campaign Approaches That Actually Drive Engagement

Every August, nonprofits launch Make-A-Will Month (MAWM) campaigns hoping to inspire supporters to take action on estate planning. The campaigns...

Introducing the Legacy Letter: A New Way to Support the People Behind the Plan

Estate planning has always been grounded in documents. Wills, trusts, and directives exist to make sure everything is handled thoughtfully...

Orthodox Union

Orthodox Union made legacy giving more accessible by aligning estate planning with their community’s values and traditions. Download the case...

Tax Season: How to Incorporate Philanthropic Strategy

Unlike year-end giving, which is often fueled by emotion and calendar urgency, tax season is driven by analysis. December fundraising...

From Steady Growth to Strategic Momentum: How Washburn Documented $21M in Legacy Gifts

Planned giving programs are built over decades. They grow through trust, stewardship, and conversations that often begin long before a...

A Year-Round Framework for Thoughtful Outreach that goes beyond Make-A-Will Month

For many nonprofits, sharing estate planning tools lives in a very small marketing timeframe on the calendar. Make-A-Will Month rolls...

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....
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…