What is Planned Giving?
We throw around words like ‘planned giving’ and ‘gift planning’ and ‘legacy’ all the time, and we thought we’d start from ground level with this post: what, exactly, do we mean? More importantly, why does any of this matter?
What is a Donor Advised Fund?
Donor Advised Funds (DAFs) aren’t new, but they’re catching on in the philanthropic world because they’re incredibly flexible and easy to use. Here’s an overview of what a Donor Advised Fund is, and some creative ways clients have been using them to give more than they could otherwise.
What Would Your Nonprofit Do With a $7 Million Gift?
Your organization needs a gift acceptance policy, or a major gift could create more problems than good. Here’s a primer on how–and why–to create such a policy.