Starting a planned giving program can feel overwhelming—especially for small nonprofits. Here are 5 simple, budget-friendly tips to help you grow with confidence.Continue reading Step Into Planned Giving: Simple, Sustainable Strategies for Small Nonprofits
Struggling to get that all-important face-to-face with your planned giving prospects? We’ve got practical tips and strategies to help you break the ice, schedule the visit and build stronger donor connections. Continue reading 5 Tips to Finally Get the Visit With Your Prospect
It’s National Make-a-Will Month—perfect timing to unpack the 2025 Trust & Will Estate Planning Report. Learn what’s driving legacy gifts, what’s holding donors back, and how your nonprofit can turn insights into impact. Continue reading Redefining Legacy: Insights From the 2025 Trust & Will Estate Planning Report
August is National Make-A-Will Month—the perfect time to ease your donors’ concerns, offer simple tools, and show how estate planning can be an act of love for their families and the causes they care about. Continue reading National Make-a-Will Month: How to Support Donors in Planning Their Legacy
When you talk about your nonprofit, do donors feel a real connection? Learn four storytelling strategies that spark emotion, build trust, and inspire long-term support. Continue reading Ditch the Pitch: 4 Ways to Tell Your Nonprofit’s Story So Donors Want to Support It Forever
Donor conversations don’t always go as planned—especially when concerns or hesitations come up. Today we tackle five common donor concerns and provide practical ways to respond with empathy, clarity and confidence, so you can keep the momentum going and help donors feel good about their giving decisions. Continue reading 5 Script Starters & Solutions for When Donors Express Concerns About Making a Gift
Discover how the new tax legislation reshapes charitable giving—from tax brackets and deductions to estate planning and corporate giving—and what it means for your nonprofit’s fundraising and donor strategies.Continue reading New Tax Law: What’s Staying, What’s Changing and What It Means for You [Plus, Get Your Free Download!]
Americans gave a record $592.50 billion to charity in 2024. Where did all that money go—and what does it mean for your fundraising strategy? We break down the latest Giving USA data and share tips to help you finish the year strong.Continue reading Giving USA 2025: Inside the Numbers – Plus A Look Back and A Look Ahead
Great planned giving staff are hard to find—and even harder to replace. Here’s how to keep yours happy, motivated, and in it for the long haul. Continue reading Keep Your Planned Giving Team So Happy They’ll Never Want to Leave: 5 Best Practices
If your planned giving marketing feels busy but not effective, there’s a better way to connect—and it doesn’t necessarily mean doing more. It means taking a thoughtful, sustained approach. Continue reading How to Build a Planned Giving Marketing Program That Drives Engagement and Results
Want to show your donors they’re more than just a contribution? Learn how to craft a letter that thanks them for who they are—not just for what they give. Continue reading Free Download: Use This Letter to Build Love (and Loyalty!) With Your Donors
When life feels uncertain and the pressure’s piling on, it’s easy to put yourself last. With May being Mental Health Awareness Month, it’s a perfect time to check in, slow down and show yourself a little care. Continue reading It’s Mental Health Awareness Month. How to Take Care of Yourself When Things Are Uncertain
Feel like your nonprofit’s message is getting lost in the noise? You’re not alone. With so many causes out there, it’s harder than ever to stand out. But the good news? There are simple ways to rise above the clutter and connect more deeply with your donors. Continue reading Cut Through the Noise: 3 Smart Strategies To Amplify Your Nonprofit’s Message
Your board cares deeply about the mission—but planned giving might still feel like a mystery or a maybe-later. With the right stories and a fresh approach, you can turn that hesitation into vision—and help them see just how powerful legacy giving can be. Continue reading Seeing the Long View: How to Help Your Board Embrace Planned Giving
Did you know your nonprofit could be missing out on donor gifts—without even realizing it? A quick check (and a simple donor conversation) might uncover funds already meant for you. Here’s how to find and claim them, ensuring your donor’s legacy isn’t lost. Continue reading Lost Legacies: What Every Nonprofit Needs to Know and Do About Beneficiary Designations
