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.

Blog

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 program or strengthen its existing one....

News

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. DAFpay by Chariot will now be integrated across...

Blog

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 you connect with donors and inspire long-term commitment...

Blog

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 up for long-term success. Planned giving (also called...

Case Study

Feeding America

Discover how Feeding America made legacy giving accessible, scalable, and impactful at no cost to donors....

Blog

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 colleges and universities. Since so many of our...

Case Study

Central Park Conservancy

Central Park Conservancy oversees and manages Central Park in New York City, one of the most visited public spaces in the world. The Conservancy partnered with Giving Docs...

Blog

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

How can a focus on Diversity, Equity, and Inclusion (DEI) increase planned giving? For a fresh take on this question, Giving Docs Chief Development Officer, Jade Bristol, recently...

News

2022 Year End Reflections

As the year draws to a close, I find it humbling and inspiring to reflect on the progress Giving Docs has made and the impact we’ve achieved in...

Blog

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 increase in what we can best define as...

News

Security at Giving Docs: A Letter from our CEO

I am thrilled to announce that this summer, Giving Docs achieved SOC 2 Type 2 security certification. This means that over the past year, a third party auditor...

Blog

An “A-Ha” Moment About DEI in Planned Giving

As I scanned the room for a place to sit, I was struck by the obvious and overwhelming demographic of the room — probably ninety percent of the...

News

Our New Partnership with Stelter

Last week, we announced a strategic partnership with The Stelter Company, the leading marketing company in the U.S. planned giving sector....

Blog

On Luck and Gratitude

There is a behavioral science testing tool called a “luck activation.” It goes like this: a test subject is asked to consider how luck has impacted their life....

Blog

Why Legacy Giving Management Is A Necessity For Your Nonprofit

Donors who are interested in legacy giving are one of the most untapped revenue sources your organization has....

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

Company

Partners

Blog

Diversity, Equity, Inclusion

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