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Helping Donors Understand Their Options for Long-Term Giving

Helping Donors Understand Their Options for Long-Term Giving

Think about all the ways your nonprofit stays in touch with supporters throughout the year. Every newsletter, social media post, and community event gives you another chance to share your… Read More


Connecting with the Next Generation of Charitable Givers

Connecting with the Next Generation of Charitable Givers

Younger generations are finding their own ways to support the causes they care about. For nonprofits, that’s good news! It also means there may be opportunities to rethink how you… Read More


3 Ways to Make Charitable Giving Part of Your Client Conversations

3 Ways to Make Charitable Giving Part of Your Client Conversations

Charitable giving is an important part of financial and estate planning. As your clients think about their wealth and the legacy they want to leave, many are looking for ways… Read More


How Retirement Accounts Can Support Charitable Giving

How Retirement Accounts Can Support Charitable Giving

When your organization thinks about fundraising, retirement accounts may not be the first thing that comes to mind. But for many donors, IRAs, 401(k)s, and other retirement savings can make… Read More


Five Charitable Giving Reminders for Your Year-End Client Checklist

Five Charitable Giving Reminders for Your Year-End Client Checklist

As the end of the year approaches, you’re probably already talking with clients about tax deadlines, financial decisions, and plans they want to finalize before December 31. Even if you’ve… Read More


Make Legacy Giving Part of the Conversation

Make Legacy Giving Part of the Conversation

Make-A-Will Month may have wrapped up in August, but National Estate Planning Awareness Week from October 19–25 gives nonprofits another opportunity to talk with donors about planning for the future. Read More


A Major Gift Can Be Part of a Bigger Giving Story

A Major Gift Can Be Part of a Bigger Giving Story

A capital campaign, major anniversary, new facility, or other big initiative can give your organization an opportunity to ask longtime supporters to make a significant gift. It can also raise… Read More


Bringing Charitable Giving into Estate Planning

Bringing Charitable Giving into Estate Planning

Estate planning conversations cover a lot of ground. People are thinking about their families, their assets, the people they want to provide for, and what they want to leave behind. Read More


Unrestricted Gifts: Helping Donors Break Through the Myths

Unrestricted Gifts: Helping Donors Break Through the Myths

When it comes to charitable donations, many donors have a preference for directing their funds toward specific programs or projects. While this approach can be rewarding, it often overlooks the… Read More


How Charitable Planning Can Help Ease Client Procrastination

How Charitable Planning Can Help Ease Client Procrastination

Procrastination is an all-too-common habit that many people struggle with, particularly when it comes to important financial and estate planning decisions. As William James once said, “Nothing is so fatiguing… Read More