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
Could your legacy society use a “glow-up”? We’ve got tips to give it new life, reignite donor excitement, and make it a group your donors want to be a part of. Continue reading Get Your Legacy Society Going Again in 2025 With These 5 Tips
Go on a journey with Jeremy Stelter as he walks us through four crucial lanes your nonprofit needs for a balanced marketing strategy and a successful gift planning program. Continue reading A Balanced, Thoughtful (and Productive!) Planned Giving Program Starts With These 4 Marketing Lanes
Whether you’re a team of one—or part of a team that feels stretched too thin—turn to these six tips when your planned giving program faces doing more with less. Continue reading Less Staff, Same Goals: 6 Tips to Do More (With Less) in Planned Giving
