INSIGHTS: Tips, Tricks and More!

Do We Need to Be Registered in All 50 States to Offer Charitable Gift Annuities (CGAs)? Charitable gift annuities (CGAs) are one of the most compelling life income gift options available for nonprofits and fundraisers. They provide a way for donors to support their...

For fundraisers, educating donors about tax-efficient giving strategies is an essential part of securing and maximizing their support. Among the many strategies, funding a Charitable Gift Annuity (CGA) with a Required Minimum Distribution (RMD) from an IRA is an...

Building a solid endowment fund is one of the most effective ways to secure your nonprofit’s long-term future. A strong endowment provides financial stability, ensures sustainability, and offers peace of mind that your mission can continue for years to come, even...

Imagine leaving a legacy that continues to support your favorite cause long after you're gone. Many people overlook the potential of their pension when considering charitable giving, yet it can be one of the most impactful ways to make a difference. In this blog post,...

When it comes to planned giving, conventional wisdom often tells us to focus on senior donors—those who are over 65 and perhaps more settled in their finances. But is this approach outdated? Are we missing out on significant opportunities by not engaging younger...

In the world of fundraising, a well-executed planned giving survey can be a game-changer. It provides valuable insights into your donor base, helping you tailor your strategies and maximize engagement. Yet, many nonprofits overlook this powerful tool. Let's explore...