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Planned Giving Pocket Guide
for Professional Gift Planners

This is the "insider’s guide" to what planned gifts can do for your donors and for your organization.

Planned Giving Pocket Guide
for Major Gifts Officers

Any planned gift is a major gift. Everyone on your team should know planned giving.

Planned Giving Pocket Guide for Board and Philanthropists

Show donors and advisors how planned gifts work. Distribute at events or use as follow-up.

An image of a gift with a bar chart in the background, symbolizing the shifting economy and resulting decline in giving.

A $65 Billion Wake-Up Call for Nonprofits—How to Survive the Shift

The nonprofit sector is facing a major shift—individual giving has dropped by $65 billion between 2021 and 2023. Using Giving USA 2024 and IRS data, we see that donations fell from $439.11 billion in 2021 to $374.40 billion in 2023. Economic factors like inflation, reduced disposable income, and fading stimulus funds are driving this decline. Nonprofits must adapt by strengthening annual giving, diversifying revenue streams, and prioritizing planned giving to secure long-term support. This is not just a temporary trend—it’s a wake-up call. The time to act is now. Are you prepared for the future of fundraising?

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Turning One-Time Gifts into Multi-Year Commitments: Strategies for Major Donor Fundraising

Multi-year commitments are a game-changer for nonprofits, providing stable, predictable funding that enables long-term growth and impact. Instead of constantly seeking new one-time gifts, organizations can focus on deeper donor relationships and sustained mission success. Identifying ideal prospects, crafting personalized proposals, and structuring flexible pledge agreements are key to securing these commitments. By maintaining engagement through updates, exclusive briefings, and meaningful recognition, nonprofits can ensure donors feel valued and invested. Implementing these strategies transforms fundraising efforts, allowing organizations to plan confidently, expand programs, and build a lasting foundation for continued philanthropic support.

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6 Ways to Make Time for YOU in Your Hectic Life

Struggling to find time for yourself in a packed schedule? 6 Ways to Make Time for YOU in Your Hectic Life offers practical tips to help you prioritize self-care without sacrificing productivity. Learn how to set boundaries, eliminate time-wasters, and carve out moments for what truly matters. Whether you’re juggling work, family, or fundraising goals, these strategies will help you reclaim balance and avoid burnout. Your well-being is just as important as your to-do list—start making time for YOU today! Read the full article now.

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Every planned gift is a major gift. Get educated today.