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Playbook
Planned-Giving Basics
Here’s a collection of fundraising advice aimed at helping donors build a legacy — and organizations secure their future. -
Planned Giving
Beyond the Bequest: How Legacy Societies Deepen Donor Ties
Want to keep legacy donors engaged — and giving? Here’s how to stay close to supporters who’ve included your charity in their estate plans. -
Special Report
Planned Giving Offers Steady Support for America’s Favorite Charities
With the great wealth transfer coming, now is a great time for nonprofits of all sizes to start a deferred-giving program. -
Fundraising
How to Talk About Bequests Without Being Morbid? A Legacy Challenge
Matching campaigns for planned gifts are raising significant sums. Fundraisers share their best tips for a successful drive. -
Planned Giving
How to Position Your Nonprofit for the Wealth Transfer
Fundraisers have a lot to consider as they seek estate gifts — including whom to target and how to work with advisers. Here are some tips to make sure your charity is prepared. -
Fundraising
The Great Wealth Transfer: Will It Be Great for Nonprofits?
Past promises of a golden age of bequests didn’t pan out, but charities that are prepared are likely to reap the rewards this time. -
Fundraising
How to Boost Planned Giving — and Build a Healthy Future for Your Nonprofit
Bequests and other legacy gifts are “the pot of gold at the end of the rainbow,” one expert says. Here are six ways to create a thriving planned-giving program or bolster your existing strategy. -
Fundraising
Conference: Fundraising Strategies and Successes at Often-Overlooked HBCUs
Historically Black colleges and universities should build up their planned-giving programs and focus more on seeking federally funded grants, according to a panel discussion at the conference, which also described successful fundraising drives. -
Donor-Advised Funds
9 Ways to Raise More From Donor-Advised Funds
The number of donors using DAFs is growing fast, but it can be hard to find and cultivate them. Here’s advice from several experts. -
Fundraising Advice
Discussions About How to Raise Money in an Uncertain Economy Pull in Fundraisers at AFP Meeting
Topics included planned giving, donor-advised funds, and new research into ways to retain donors and boost their giving.