Insights and strategies for impactful gift planning.
A closer look at the Great Wealth Transfer, why the $124 trillion estimate may be overstated, and what a more realistic forecast means for charities.
Donor advised funds are reshaping how high-capacity donors approach charitable giving through their estate plans. Dave Smith explores the risks this shift creates for nonprofit organizations and outlines practical ways gift officers can protect future bequest revenue, strengthen donor relationships, and remain part of long-term philanthropic decisions.
A breakdown of how the One Big Beautiful Bill reshapes charitable deductions — and what nonprofits and donors need to know heading into 2026.
Updated Federal Reserve data reveals significant giving capacity among donors in the top 10% and 5% wealth tiers — and why gift officers should engage affluent donors long before retirement age.
Learn how gift planning differs from planned giving in structure, timing, donor engagement, and impact — and why nonprofits benefit from shifting to a proactive, cross-functional charitable gift planning model.