Planned Giving 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...

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...