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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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