Gift Planning Articles

Using Direct Marketing to Grow Your Planned Giving Pipeline 

In 2022, bequests made up 9% of charitable giving, totaling $45.6 billion. By the year 2060, an estimated $84 trillion dollars will be transferred from estates. But planned gifts don’t just happen, you have to ask for them. You don’t need a big budget to get started...

8 Ways to Ace 2025 

There is a lot of sobering news in the social impact sector as we wind down 2024. Donor numbers are down, we’re seeing staff reductions at nonprofits, and our heads are dizzy trying to keep up with AI and other tech innovations. This can all make planning for 2025...

The Growth of Donor Advised Funds

Donor Advised Funds (DAFs) are charitable giving accounts established by financial institutions (such as Fidelity, Vanguard, or Schwab). Donors received an immediate tax deduction when the DAF is established. The financial institution administers the DAF, and the...
Planned Giving Benchmarks

Planned Giving Benchmarks

We invite you to participate in a survey focused on planned giving. We’re surveying planned giving professionals...

Insights from Planned Giving Day

Insights from Planned Giving Day

Three members of the Impact team had the chance to attend Planned Giving Day last month. Sponsored by the National...