Planned Giving

FreeWill launched Estately, a software solution that allows financial advisers to offer full-service estate planning.

The largest wealth transfer ever is happening now. Here’s some guidance for nonprofits as they look to tap into new donor demographics.

Charitable giving regained ground after a down year in 2022, though it’s not keeping up with inflation, per Giving USA’s annual report.

A new report from the Lilly Family School of Philanthropy at Indiana University has bold predictions for giving in 2024 and 2025.

The long-awaited great wealth transfer is finally happening. Here’s how nonprofits can tap into this wealth.

Foundation Source acquired PG Calc, expanding its suite of charitable giving solutions and the support and expertise it provides.

Is one of your New Year’s resolutions boosting legacy giving? Here are four steps to help you build an endowment with legacy giving.

Here is some guidance on planned giving as baby boomers begin to transfer their wealth over the next two decades.

The Great Wealth Transfer is in motion as baby boomers transfer their wealth to their children. Here are tips to maximize fundraising.

Legacy gifts offer nearly guaranteed revenue, but managing these gifts can present challenges and questions about feasibility.