Gift Planning Articles

We invite you to participate in a survey focused on planned giving. We’re surveying planned giving professionals across the country to increase understanding of planned giving practices and benchmarks and we want your help. Please click HERE to participate in our...

Three members of the Impact team had the chance to attend Planned Giving Day last month. Sponsored by the National Capital Gift Planning Council, it’s the best conference of the year for folks who like to geek out on gift planning! Here are a few takeaways from our...

Charitable Gift Annuities (CGAs) are an attractive and valuable way for donors to support the causes they care deeply about while receiving income for life.  In December 2022, the President signed the Secure Act 2.0 which now allows donors to create life income gifts...