Worth a read: Moving from charitable transactions to charitable strategy
At the community foundation, our team keeps an eye out for helpful sources and reading material to help you…
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Bunching charitable gifts, year-end, and getting ahead
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season….
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Highs and lows: Reminding clients about stock gifts
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a…
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Keeping Score: Simple tips for tracking planned giving activities
Naturally, your organization understands the importance of planned giving. But, if you are like many organizations, figuring out a…
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Engaging Millennials, Gen Z, and planned giving: Get an early start
If you are like many nonprofit organizations, your fundraising strategies—especially those focused on planned giving—are likely oriented to Baby…
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Make-A-Will Month: A timely opportunity to grow legacy gifts
August is widely recognized as Make-A-Will Month, making it an ideal time for nonprofit organizations to encourage donors to…
