Planned Giving 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...

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...

The lingering economic impacts of the COVID-19 pandemic have left many people feeling less secure about the future. If your organization offers Charitable Gift Annuities, now may be a very good time to increase your marketing outreach for these gifts because it...