Pulse of Fundraising - April 2022

This April, we are highlighting Gift PlanningIf you've wondered how to talk about or encourage your donors to consider tax-efficient ways to give or making gifts of assets, beyond cash or check, you're not alone! Especially now, as 2021 taxes are being filed, people are thinking about their financial and philanthropic goals for the year ahead, and beyond. Here are some helpful resources to help get you, your organization, and your donors thinking about planned gifts. 


two people exhanging a wrapped gift box

Boomers Are Preparing To Pass Wealth To Their Heirs—Here’s How Nonprofits Can Ready For An Unprecedented Generational Transfer

Planned giving is worth investing time and attention to, for all nonprofit organizations. An unprecedented transfer of wealth has already begun, and there is so much potential for nonprofit organizations to deepen their relationships with donors and raise more money along the way.

Getting Started 

If you are looking for a primer, start here, with tips from CCS Fundraising! It will give you a quick sense of planned giving vehicles, the importance of establishing policies, and some things to think about as you get started. 

If you are READY to establish a more robust gift planning program, there are plenty of resources to dig into from the National Association of Charitable Gift PlannersThis is a go-to for even the most seasoned planned giving professional!

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