Insight 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...

Eight Manageable Steps to Major Gift Officer Success

I was pleased to attend the session, Maximizing Major Gift Officer Success: Strategies for Relationship Management. Taught by Meredith Terrain, Founder & Principal, The Allied Group, the session was such a great reminder to major gift officers that our jobs are...

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...
Put Your Donors First

Put Your Donors First

Donors want to know they’re needed. Giving is a generous act and it makes them feel good, but knowing they have a...