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Trust & Will unveiled a new program dedicated to connecting mission-driven organizations with donors during estate planning, creating a scalable channel for legacy giving.
It’s the most overlooked high-impact charitable resource.
A donor offers a large blended gift — cash plus bequest — and your team is thrilled. But are you counting it correctly? Two variables determine what a bequest is really worth to yo...
U.S. giving hit $617.2 billion in 2025, per “Giving USA 2026.” All four sources of giving increased, but they did not all pull the same weight. Here's a closer look at the data.
There’s an estate planning gap that widens when the subject of charitable giving comes into play, despite the benefits that philanthropy planning can offer
“Prior to Lee’s illness, I didn’t even have a will.” Richard Hewitt says it matter-of-factly but like many Canadians over 50, he simply hadn’t gotten around to estate planning. Eve...
Two-thirds support it, but fewer than a third have discussed it with an adviser
Matching gift challenge programs can drive more donors, sustainers and mid-level upgrades — but only if you secure the right match and tailor the offer by channel. See how to use s...
Less than 5% of U.S. wealth is held in cash — yet cash makes up roughly 85% of all charitable gifts. Here's how fundraisers can close that gap by asking for what donors actually ha...
Founder and CEO of Charitable Impact discusses how these tools can serve advisors building charity plans
The OBBBA has substantially increased the effective cost of charitable giving through a business entity.
When to use 529 plans, UTMA accounts and trusts.
Items affected include DAF regs, Form 990 plans and stock donations to Trump Accounts.
The Charity Parity Act creates a new pathway for clients with retirement savings in employer-sponsored accounts to give to charity.
Original and Premier Educational Program for Ultra-High-Net-Worth Estate Planning Continues a Legacy Dating Back to 1981.
As nonprofit professionals, our goal is to generate time, talent and treasure for our nonprofits. We constantly review research on prospects for linkage, ability and inclination. W...
Berkshire chairman sets 2034 deadline to exit stock, redirects gifts to family foundations
The funds support the Clifton M. Smart III University Advancement Center project.
Estate planning often gets reduced to paperwork, signatures, and legal terms. But your estate plan can be so much more than a collection of documents. It can reflect your values, y...
Shifting politics are creating economic uncertainty for all, and it’s especially scary for U.S. nonprofits who, on average, receive about a third of their total funding from Federa...
Millennials and Generation Z, as they begin accepting generational wealth, show a growing preference for tax-advantaged donor-advised funds.
More than 20,000 donors contributed in fiscal year 2026.
Make sure what you authorize is actually what you intend.
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
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