And now, for something fun. March has a lot to celebrate. Did you know these March facts?   The Yellowstone National Park Protection Act, was signed on March 1, 1872, making it the first national park in the U.S. National Peanut Butter Lover’s Day is celebrated on March 1. Dr. Seuss’s The Cat in the …Read More

Donor advised funds are the fastest growing form of philanthropy in the US. While there are still a relatively small number of DAFs—fewer than 2 million accounts—they can make a significant impact with nearly $250 billion in assets. According to the Annual DAF Report 2025 published by the DAF Research Collaborative (DAFRC):   Baby Boomers …Read More

On Sunday, March 8, we woke up to the start of Daylight Savings Time, bringing us much-needed additional hour of sunlight and longer days. Now that we all have extra “time,” it’s the perfect opportunity to review to evaluate planned giving program and determine the effectiveness of your processes. How would you answer these questions? …Read More

In applying the concept of generation-based marketing to the world of planned giving, some lessons can be borrowed from Madison Avenue. A good place to start is to try to understand the events that helped shape and define a particular generation. Acknowledging or referencing a former mission while connecting your current mission can be an …Read More

In late 2025, Bradley Heppner, former CEO and board chairman of GWG Holdings, Inc., was indicted on multiple federal counts, including securities fraud, wire fraud and conspiracy. The Government alleged a massive scheme wherein Heppner defrauded investors of over $150 million through complex, undisclosed and self-serving transactions involving entities under his control.  Following the indictment, …Read More