Insights
Do Online Will Planners Really Generate Planned Gift Intentions
In recent years, the digital revolution has extended its reach into the realm of wills and estate planning. Companies like FreeWill , Legacy Planner and GivingDocs claim that their online will planners can effectively generate planned gift intentions. But do these...
Unpacking Fractional Fundraising: Maximizing Impact in Nonprofits
The fundraising landscape for non-profit organizations is perpetually evolving, and one of the...
Charitable Lead Trust: The Unicorn of Planned Giving
When it comes to planned giving, there's a plethora of options available for donors who wish to...
Charitable Donations Through a Trust: A Guide to Philanthropic Giving
When it comes to charitable giving, one pathway that offers both flexibility and control is...
PG GOAL SETTING AND TRACKING
Few organizations have goals around planned giving. We don’t want to bet on our donors dying, so I...
MAKE PLANNED GIVING A TEAM SPORT
Often, planned giving programs are started by one person, usually someone with planned giving...
WALK THE WALK
If you are going to start or grow a planned giving program with intention, the first thing I...
STEWARD AND CULTIVATE
Your donor’s first planned gift intention does not have to be the last. You would never think...
LOOK FOR CLUES AND TRIGGERS
The best time for an individual to consider gift planning to create a future gift often comes as a...
A LESSON FROM DAVE
For many of our donors, the start of a planned giving conversation can be as simple as thanking...