Midlevel donors are the quiet engine of long-term philanthropy—steady, loyal, and often your best future planned giving prospects. They bridge the gap between annual fund supporters and major donors, combining generosity with deep mission commitment. By investing in meaningful stewardship and authentic relationships today, nonprofits can turn these consistent givers into tomorrow’s legacy champions. The path takes patience, but the payoff is enduring impact.
Read MoreReady or not, the impending multitrillion-dollar wealth transfer poses significant challenges, particularly for those unprepared to manage substantial inheritances. Many heirs lack the necessary financial education and estate planning, leaving them vulnerable to poor decisions, legal disputes, and hefty tax burdens. Proactive communication, education, and planning are critical tools needed to prevent the loss of wealth and ensure a smooth transition of assets across generations.
Read MoreThe importance of endowments for nonprofit financial stability and growth is undeniable. The challenge of attracting endowment contributions from large foundations spotlights long-term viability risks for organizations with low or no financial reserves.
Read MoreWhat if you gave away all your money to charity? Could you still afford to live your life the way you’re accustomed to? Philanthropist Charles Feeney did just that. Read this blog to learn more about the legacy of Charles Feeney.
Read MoreWe know donors are continuing to contribute less. This means nonprofits are relying on fewer donors who give larger amounts. How can your nonprofit adjust? Read this blog to learn more.
Read MoreWhen working with donors, it is critical to be a steward of the organization. Especially when dealing with planned giving, ethics are of the utmost importance. Read this blog for more details about the importance of ethics in planned giving.
Read MorePrince was an amazing artist. He taught us many things over the years but one of the biggest lessons we can learn from this larger-than-life performer is the importance of estate planning. Because he had no trust, will, or other documentation, his estate has been tied up in the courts for over six years. Read this blog to learn more about the implications of not having your estate plans in place.
Read MoreIs your nonprofit focusing on planned giving? What if your organization could work with donors to ensure larger gifts later in life, or after? Would that dramatically impact your nonprofit? Read this blog to learn how why you should change your strategy to grow your planned giving program.
Read MoreWhen securing gifts from your donors are you discussing planned giving? Many gift officers do not pursue planned gifts because the work behind them can be daunting. Read this blog to learn why planned giving is a great way to boost your foundation goals.
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