Planned Giving

Planned giving relationships grow when nonprofits prioritize trust, mission, and donor experience over mechanics.

Foundation Source expanded its endowment sub-accounting to improve transparency, reporting and compliance for nonprofits.

Here are some myths about endowment, plus how nonprofits can build lasting financial sustainability through smart fundraising.

Trust & Will’s new Nonprofit Platform helps nonprofits manage planned giving, gain donor insights and grow legacy commitments.

The Fund Raising School at the Lilly Family School of Philanthropy expanded its Certificate in Planned Giving Management.

How one fundraiser handled an outlier gift led to many transformational gifts over the next decade. Here’s how.

There’s enormous untapped philanthropic potential sitting in the form non-liquid assets. Here’s how your nonprofit can access them.

Sustainable nonprofits not only survive but thrive by constructing various dependable income sources. Here are three that work well.

The U.S. Will Registry launched of the Planned Legacy Program to help nonprofits implement a customizable online will-writing platform.

FreeWill launched Estately, a software solution that allows financial advisers to offer full-service estate planning.