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planned giving

25 articles

The 5-Step Legacy Society Framework: How Nonprofits Can Build Donor Loyalty and Boost Bequests

The 5-Step Legacy Society Framework: How Nonprofits Can Build Donor Loyalty and Boost Bequests

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The Nonprofit's Guide to Charitable Gift Acceptance Policies: Best Practices for Estate Gifts

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How to Build a Charitable Planning Practice: A Step-by-Step Framework for Estate Planning Professionals

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How to Create a Donor Stewardship Plan That Includes Charitable Bequests

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Free Online Wills for Nonprofits: A 5-Step Framework to Boost Planned Giving

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How to Talk to Your Donors About Charitable Bequests Without Being Pushy

How to Talk to Your Donors About Charitable Bequests Without Being Pushy

Leveraging Data Analytics to Boost Planned Giving: A Nonprofit's Guide

Leveraging Data Analytics to Boost Planned Giving: A Nonprofit's Guide

The PLEDGE Framework: How to Create a Simple Charitable Bequest Language Page on Your Website

The PLEDGE Framework: How to Create a Simple Charitable Bequest Language Page on Your Website

The 4-Step GEM Framework: How to Run Effective Planned Giving Email Campaigns

The 4-Step GEM Framework: How to Run Effective Planned Giving Email Campaigns

The 4-Pillar Framework for Creating Compelling Charitable Bequest Marketing Materials

The 4-Pillar Framework for Creating Compelling Charitable Bequest Marketing Materials

How a Charitable Gift Annuity Provided Secure Income While Supporting Animal Welfare: A Case Study

How a Charitable Gift Annuity Provided Secure Income While Supporting Animal Welfare: A Case Study

Measuring Success in Nonprofit Planned Giving Programs: A Data-Driven Benchmark Report

Measuring Success in Nonprofit Planned Giving Programs: A Data-Driven Benchmark Report

Benchmark Report: Training Nonprofit Staff on Charitable Estate Planning Tools

Benchmark Report: Training Nonprofit Staff on Charitable Estate Planning Tools

How Nonprofits Can Use Free Will Platforms to Boost Legacy Gifts: A Data-Driven Benchmark Study

How Nonprofits Can Use Free Will Platforms to Boost Legacy Gifts: A Data-Driven Benchmark Study

Nonprofit Stewardship of Planned Giving Donors: A Data-Driven Benchmark Study

Nonprofit Stewardship of Planned Giving Donors: A Data-Driven Benchmark Study

How to Identify Potential Planned Giving Donors: Data-Driven Insights for Nonprofits

How to Identify Potential Planned Giving Donors: Data-Driven Insights for Nonprofits

Nonprofit Fundraising Through Estate Planning: A Strategic Approach

Nonprofit Fundraising Through Estate Planning: A Strategic Approach

How Nonprofits Can Promote Charitable Bequests: A Data-Driven Benchmark Study

How Nonprofits Can Promote Charitable Bequests: A Data-Driven Benchmark Study

Building a Planned Giving Program: Data-Driven Benchmarks for Nonprofit Success

Building a Planned Giving Program: Data-Driven Benchmarks for Nonprofit Success

How Nonprofits Can Partner with Estate Planning Platforms for Fundraising: A Data-Driven Benchmark Analysis

How Nonprofits Can Partner with Estate Planning Platforms for Fundraising: A Data-Driven Benchmark Analysis

Pooled Income Funds: A Simpler Alternative to Charitable Trusts

Pooled Income Funds: A Simpler Alternative to Charitable Trusts

Setting Up a Donor-Advised Fund: A Nonprofit's Journey from $25k Minimum to $500k in Charitable Impact

Setting Up a Donor-Advised Fund: A Nonprofit's Journey from $25k Minimum to $500k in Charitable Impact

Donor-Advised Funds and Trusts: How One Nonprofit Increased Legacy Gifts by 300%

Donor-Advised Funds and Trusts: How One Nonprofit Increased Legacy Gifts by 300%

How Nonprofits Can Encourage Charitable Bequests: A Case Study with 300% Growth

How Nonprofits Can Encourage Charitable Bequests: A Case Study with 300% Growth

How a Charitable Residuary Bequest Transformed a $500K Estate into Lasting Impact

How a Charitable Residuary Bequest Transformed a $500K Estate into Lasting Impact