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How should nonprofits approach planned giving and major gift fundraising right now?

As your partner, we are here to help you navigate emerging challenges and opportunities in your fundraising. As things continue to change rapidly, we want to make sure you stay informed about best practices and ways to adapt your work. Here are some of the things we are reading and watching about planned giving and major gift fundraising during the coronavirus pandemic.

What We’re Reading

10 Strategies for Post-COVID Fundraising in Complex & Major Gifts by Russell James, J.D., Ph.D., CFP®, Professor of Charitable Financial Planning at Texas Tech University

Strategy memo: QCDs in light of the CARES Act by FreeWill

CARES Act Includes Charitable Giving Incentives by PG Calc

Legacy Fundraising: The Best of Times or the Worst of Times? by Russell James, J.D., Ph.D., CFP® and Michael J. Rosen

More Stories

How to Develop a Non-cash Asset Strategy for Your Nonprofit

Here’s how to make non-cash assets part of your nonprofit’s fundraising plan.

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How to Turn Your Board Members Into Your Biggest Advocates

Gift Planner Beth McCray shares her tips for activating nonprofit board members.

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Engaging Donors During Times of Uncertainty

Here's how to manage the challenges of talking to donors about planned giving during a pandemic.

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Pivot Your Fundraising

Here are three giving strategies you can talk to donors about during times of uncertainty.

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Books That Encourage You to Give, Stand and Lead

Foundation staff and nonprofit leaders recommend their top summer reads for nonprofit employees.

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Qualified Charitable Distributions in Retirement

In this video, we explore how donors can efficiently turn retirement income into a charitable donation.

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Why Beneficiary Designations Should Be Part of Your Fundraising Plan

Beneficiary designations can be a great way for donors to leave a lasting legacy for organizations they love and support.

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Investment Update for Nonprofit Fundholders

Our Chief Investment Officer Shannon O'Leary provides an update on the performance of the multi-asset endowment portfolio.

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