In 2026, a big change to the tax code will take effect. We recommend being mindful of this change, as donors may wish to review their plans.
If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.
Your planned giving officer can’t speak to every lead, so they’ll need help qualifying donors first.
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
