Tips and Tricks Articles

Charitable Gift Annuities (CGAs) are an attractive and valuable way for donors to support the causes they care deeply about while receiving income for life.  In December 2022, the President signed the Secure Act 2.0 which now allows donors to create life income gifts...

The past two and a half years have been exceptionally difficult for everyone. Think about your own experience – where were you in March 2020? What plans did you have? Where did you live? What job did you have? Who was in your life? The COVID-19 pandemic has changed...

Create a seamless donor experience. Did you know 7 in 100 prospective donors will click on a donate button but only 1 in 7 will complete their donation? Carefully choose your call to action. While language such as “Learn More” and “Visit our Website” are commonly...