Planned Giving Articles

The Growth of Donor Advised Funds

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...

Promoting CGAs doesn’t cost a lot

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...

Don’t Throw Away Your Shot in Planned Giving

Whether or not you are fan of the musical production of Hamilton, the ACLU and Impact Communications’ joint-session resonated loud and clear: if you don’t work in concert with other departments, your program might end up dead! Here are four tips to make sure your...

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