Planned Giving

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.

If you have trouble getting board members excited about their fundraising role, make sure “philanthropy” is on every meeting agenda.

In today's rapidly changing philanthropic landscape, nonprofit organizations face increasing challenges in securing sustainable funding for their missions. While traditional fundraising methods remain important, nonprofits must adapt to new strategies to stay ahead. 

Historically, major gift officers solely sought donors with the capacity to make major gifts, and planned gift officers focused on prospects with the result being a planned gift. But now, blended gifts are the future of gift planning. 

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How to Inspire and Uplift Legacy Donations

How can you apply the knowledge and experiences you gained over the past 12 months to position your organization, leadership and team for a vibrant year ahead? Here are five strategies to amplify philanthropy for 2023.