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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

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How to Turn Your Board Members into Your Biggest Advocates

Here are five tips for nonprofit board member recruitment, engagement and fundraising.

See the tips

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.

Watch the video

How to Fund and Grow a Successful Endowment Fund

These tips on how to build and grow your nonprofit endowment fund come straight from nonprofits with a successful endowment fund.

Learn More

New Ways to Grow Your Nonprofit Endowment Fund

Learn how to grow your endowment fund by promoting charitable gift annuities.

Learn More

Donor Advised Funds: How to Foster Relationships with Fundholders

Learn how to steward donor advised fundholders to sustain your organization.

Learn More

Donor Advised Funds: A Helpful Guide for Nonprofits

Learn how donors can support your nonprofit through their donor advised funds in part one of this three-part series.

Learn More

Connecting Nonprofits With Volunteers

See how the Saint Paul & Minnesota Foundation works with Catchafire.

Learn More

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