Explore the advantages and risks of crafting your own will through DIY methods and understand if it’s the right choice for your estate planning needs.
Learn how to secure your digital assets with comprehensive estate planning for cryptocurrency. Ensure your heirs can access your investments with this essential guide.
Learn how to establish a trust fund in 5 simple steps. Protect your assets and secure your loved ones’ future with our comprehensive guide.
Ensure your pets are cared for even after you’re gone with comprehensive estate planning. Discover steps, tips, and legal options to secure your furry friends’ future.
Learn how to obtain a death certificate with this comprehensive guide. Understand the requirements, steps, and uses of a death certificate to simplify the process during a difficult time.
Understanding property transfer without a will and the intestate succession process.
Learn how to choose a guardian in your estate plan to ensure your children’s future is secure. This comprehensive guide covers all aspects of selecting the right guardian.
Asking an influential member of your community for a large gift is often an intimidating task. While effective donor prospecting can eliminate some of the anxieties involved, tools like a major donor society also go a long way to secure a big ask. Major donor societies provide exclusive, insider access to your highest-dollar donors, generating significant revenue by developing intimate relationships with excellent stewardship.
It may seem silly, but it’s true — and it’s a step many donors forget. A 2019 Special Report from Giving USA found that just 4 percent of donors always report their planned gifts to organizations, and 38.7 percent sometimes inform the organizations.
A lot of donors are leaving undistributed assets in their DAFs — defeating the intent of a donor-advised fund. What’s the solution before a government crackdown? Here are some answers.
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