Gift Planning Articles

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...

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...

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...