Planned Gift Defined: planned gift /’plænd gift/ n. A planned gift is any gift of any kind for any amount given for any purpose—operations, capital expansion or endowment—whether given currently or deferred, if the assistance of a professional staff person, qualified volunteer or the donor’s advisors is necessary to complete the gift. In addition, it …Read More

By John Ryan The art of planned gift marketing can best be described as determining how to communicate with your donors in the most appropriate manner at the most opportune time. Popular communication methods include using print, digital, text and even video to show your donors how their gifts make an impact. Take the following …Read More

By Austin Chappell There has been a great deal of discussion about the Secure Act 2.0 and the potential impact that it will have on the nonprofit sector. To quickly recap: The Secure Act 2.0 raised the age for RMDs to age 73. For those born in 1960 or later, their RMD will begin at …Read More

“A year from now you will wish you had started today.” -Karen Lamb Endowments of all sizes experienced negative returns through the end of 2022, and it looks like this trend may continue. Endowments with less than $25 million in assets have been hit the hardest, with losses in excess of 11.5%. Larger endowments are …Read More