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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. 

  • Case Study

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 their hardest moments while also deepening bonds with...
senior donors that make Qualified Charitable Distribution gift from IRA to nonprofit
  • Blog

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 a more strategic option: the Qualified Charitable Distribution...
nonprofit team using Giving Docs platform to power planned-giving strategy
  • Blog

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 in what economists are calling the Great Wealth...
donor reviewing stock portfolio documents for charitable giving through Giving Docs
  • Blog

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 and readiness to give....
nonprofit milestone celebration supporting planned gifts and legacy giving
  • Blog

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
  • Blog

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 will is one of the most important tools...
  • Case Study

Best Friends Animal Society

Best Friends Animal Society partnered with Giving Docs to help loyal supporters overcome hesitation around estate planning and make legacy giving more accessible....
legacy giving strategies during Estate Planning Awareness Week
  • Blog

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 giving campaign before year-end giving truly kicks into...
fundraising team reviewing annual campaign planning while integrating planned giving
  • Blog

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 made by a loyal donor years ago?...
fundraiser meeting with donor to discuss planned giving during Make a Will Month
  • Blog

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 their will, whether or not they include a...
nonprofit team preparing Make-a-Will Month outreach to promote planned giving
  • Blog

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 campaign....
  • Case Study

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....
  • Case Study

New Mexico PBS

After switching to Giving Docs, New Mexico PBS saw its donor disclosure rate soar, significantly improving visibility into planned gift commitments....
nonprofit capital campaign donors discussing legacy giving and planned gifts
  • Blog

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 of assets like stock and grants from donor-advised...
  • Blog

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 results....
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

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. Enter your contact…

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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…

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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…

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