Planned Giving Articles

At Planned Giving Day sponsored by the National Capital Gift Planning Association, I joined a session with Lauren Winther-Hansen from FreeWill to lean into the importance of planned gift donor stewardship and hear the insights from their own Stewardship Survey. The...

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...