Social Media for Planned Giving (Part 1): Yes, Your Donors Are Actually Online
I'll be honest, when I first suggested putting our planned giving marketing on social media, one of our board members actually laughed. Not a polite…
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Planned Giving Marketing That Actually Works: 7 Year-End Strategies to Fill Your Legacy Society in 2026
I'll be honest, when I first started working with planned giving programs, I thought legacy marketing was all about formal letters and estate planning jargon….
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Gift Acceptance Policies for Planned Giving: Why You Need One Before You Market CGAs or CRTs
Here's a scenario that happens more often than it should: A nonprofit starts marketing charitable gift annuities (CGAs) or charitable remainder trusts (CRTs) to donors…
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How to Start a Planned Giving Program: A Simple Guide for 2026
Let's get something out of the way right now: starting a planned giving program isn't nearly as intimidating as it sounds. I know what you're…
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How to Turn IRA Rollovers Into Charitable Gift Annuities: The $55K Rule Your Donors Need to Know
Let's clear something up right away: that headline mentions "$55K," but we need to talk about what's actually happening with IRA rollover limits for charitable…
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2026 QCD Limits Are Here: What Fundraisers Must Tell Donors About the $111K Cap (and the New CGA Option)
The IRS just gave your donors a bigger opportunity, and your job just got more interesting. The 2026 Qualified Charitable Distribution (QCD) limit jumped to…
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Is Your Planned Giving Program Ready for the Great Wealth Transfer? (Here's the 5-Step System That Is)
I'll be honest, when I first heard the term "Great Wealth Transfer," I thought it was just another fundraising buzzword someone coined at a conference….
