Gift Planning Articles

Eight Easy Steps to Planned Giving Success 

Have you ever heard someone say,  “We are such a small organization, we don’t have the resources for a Planned Giving program.” But the truth is, no organization can afford NOT to have a Planned Giving program. The Great Wealth Transfer is happening now. An estimated...

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...
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...