donors Articles

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...

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...