Who Said Numbers Have to Be Boring? Announcing the 2025 planned giving pocket guides available on demand. 2025 Federal Tax Pocket Guide Features relevant financial and tax information, including current charts and other figures, and can serve as a quick reference for advisors and donors when preparing taxes or planning gifts. It’s an ideal planning …Read More

There is an old saying that “the more things change, the more they remain the same.” After several years of surprises and unexpected (and tragic) events, it appears that 2025 will have its own share of uncertainty: terror attacks, volatile weather conditions and political, tax and economic changes. It may be worthwhile to consider another …Read More

Have you ever been told that marketing planned giving will negatively impact current giving? The academic research by Dr. Russell James and others indicates the opposite is true and that planned giving donors continue to make and even increase their current giving. History also indicates that planned gifts are especially important during times of economic …Read More