How to Establish a Trust Fund in 5 Simple Steps

Learn how to establish a trust fund in 5 simple steps. Protect your assets and secure your loved ones’ future with our comprehensive guide.
The Compelling Advantages of a Charitable Remainder Trust

Explore the benefits of Charitable Remainder Trusts, including tax advantages, estate planning solutions, and support for charitable causes.
Ensuring Your Pets’ Future: A Guide to Estate Planning for Your Furry Friends

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.
How to Obtain a Death Certificate: A Comprehensive Guide

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.
How is Property Transferred After Death Without a Will?

Understanding property transfer without a will and the intestate succession process.
How to Choose a Guardian in Your Estate Plan

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.
Nurture Major Donors with a Major Donor Society

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.
Why It’s Important To Inform Nonprofits About Your Planned Gifts

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.
The Big DAF Gaffe

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.
The Blended Gift Is Here. Are You Prepared?

To fully empower our donors, fundraisers must consider the long-term within the major giving sphere. Think about it – You cultivate, you discover. You steward, you engage. You ask … and you receive! You thank … and then what? You drop and move on to the next prospect, the next check?