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?
Should Your Nonprofit Treat Legacy Donors Differently?
A donor has indicated they’re remembering your organization in their estate plan. How you react and treat them will make all the difference. Here are some ideas for maintaining and growing your relationships with your most devoted donors.
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.
Estate and Legacy Planning Terms to Know
Here’s your ultimate cheat sheet of definitions and terms to help you talk like an insider at your next legacy planning meeting!