by Robert Shafis | Oct 23, 2023 | Estate Giving, estate planning, Planned Giving, Tax Planning | Donor Conversation, Planned giving, Planning
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.
by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving
If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.
by Richard Perry and Jeff Schreifels | Jan 29, 2020 | Estate Giving, Leads, PGOs, Planned Gift | Planned giving, Qualifying
Your planned giving officer can’t speak to every lead, so they’ll need help qualifying donors first.