Insights and strategies for impactful gift planning.

A breakdown of how the One Big Beautiful Bill reshapes charitable deductions — and what nonprofits and donors need to know heading into 2026.

Strengthen donor relationships and maximize long-term giving with proven stewardship practices that honor intentions, build trust, and deepen engagement.

New research shows married couples with educated heirs have greater capacity and stronger philanthropic motivations than traditionally targeted single donors. Here’s how this impacts your gift planning strategy.

Learn how gift planning differs from planned giving in structure, timing, donor engagement, and impact — and why nonprofits benefit from shifting to a proactive, cross-functional charitable gift planning model.

Updated Federal Reserve data reveals significant giving capacity among donors in the top 10% and 5% wealth tiers — and why gift officers should engage affluent donors long before retirement age.