News and Articles
The Value of Planned Giving Specialists
Too many nonprofits view planned gifts marketing through an annual fund lens. They hand the responsibility to an internal…
Trends in Testamentary Giving in the U.S.
Testamentary giving in the United States is undergoing a structural shift driven by demographic change, the rise of retirement‑based…
How Donor Psychology, Emotion, and Life-Planning Realities Shape Legacy Giving
Planned giving is not a transaction — it’s a deeply personal decision shaped by identity, relationships, fears, hopes, values,…
2026 Trends in Charitable Bequest Giving from Taxable Estates
Charitable bequests remain a major source of philanthropic capital in the United States. Americans donated $45.84 billion through charitable bequests…
From Trickle to Torrent: The Great Wealth Transfer has Begun
It was 1999 when Paul G. Schervish and John J. Havens, researchers at the Boston College Center of Wealth…
Lead Generation for Planned Giving: Lessons from 33 Years in the Field
For more than three decades, I’ve had the privilege of helping nonprofit organizations across the country generate qualified leads…
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