Breaking the Cycle: How Planned Giving Can Strengthen Intergenerational Philanthropy The Great Wealth Transfer moves assets, but not always the relationships behind them. See how planned giving helps nonprofits keep donor families engaged.
Where Philanthropy Meets Financial Planning: Collaborating to Create Meaningful Legacies Explore how nonprofits and advisors can collaborate to help donors align giving with financial and estate strategies, building stronger relationships and creating meaningful, lasting legacies.
How to Engage Younger Donors in Planned Giving Today Millennials and Gen Z are shaping the future of legacy giving. Explore how your organization can engage younger donors in planned giving today.
Why Pivoting to a Planned Gift in a Volatile Market Makes Sense During market volatility, a shift toward planned giving can offer a smart and strategic solution. Explore five reasons why planned gifts are especially relevant for donors and nonprofits to sustain their impact during economic uncertainty.
Leveraging IRA Distributions And Qualified Charitable Distributions To Maximize Year-End Giving Explore how nonprofits can benefit from approaching their donors about utilizing IRA distributions and QCDs, and why the timing of these gifts is so crucial.
Exploring Planned Giving: The Rise Of Life Insurance As A Charitable Tool As we explore financially-savvy fundraising strategies, let's understand the opportunity that life insurance presents as a planned giving vehicle for donors and nonprofits.