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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...

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...

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...