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Lost Legacies: What Every Nonprofit Needs to Know and Do About Beneficiary Designations

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

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Lights, Camera, Philanthropy: The Emerald Spotlight Shines on Planned Giving

Hollywood had its big night—now it’s time for planned giving to take center stage! From gifts in wills to charitable gift annuities, we’re rolling out the red carpet for the top giving strategies of 2025. Check out which planned gifts earn awards for making a lasting impact on your nonprofit while aligning best with your donors’ needs. Continue reading Lights, Camera, Philanthropy: The Emerald Spotlight Shines on Planned Giving

Image of a woman with shoulder length dark brown hair wearing glasses and a brown button down blouse. She is sitting at a desk in an office setting looking at her white laptop. Orange text on the left side of the image says "Top 3 Webinars of 2024: Level Up Your Planned Giving Know-How, One Hour at a Time"

Top 3 Webinars of 2024: Level-Up Your Planned Giving Know-How, One Hour at a Time

Regret missing that webinar? No worries! Today we highlight the top 3 webinars from our 2024 series and provide you with easy access. Learn from industry experts John B. Kendrick, CAP®, MBA, MSJ; Lynn M. Gaumer, J.D., CAP®, Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®; Johnne Syverson and more!
Continue reading Top 3 Webinars of 2024: Level-Up Your Planned Giving Know-How, One Hour at a Time

Say Yes to the Gift: 5 Resources That Can Help Your Nonprofit Accept More Planned Gifts

Unlock new avenues for your nonprofit’s funding by learning how you can say “yes” to more planned gifts. Discover five resources that can help your organization accept complex and noncash assets effortlessly. These expert strategies will empower your team to turn potential limitations into generous contributions. Continue reading Say Yes to the Gift: 5 Resources That Can Help Your Nonprofit Accept More Planned Gifts

Lights, Camera, Philanthropy: And the Oscar® Goes to…Planned Giving!

Lights, Camera, Philanthropy! Planned giving takes center stage today, drawing inspiration from the Academy Awards. From beneficiary designations to charitable gift annuities, find out which planned gifts earn awards for making a lasting impact on your nonprofit while aligning best with your donors’ needs. Continue reading Lights, Camera, Philanthropy: And the Oscar® Goes to…Planned Giving!