Overview
As on-going and future sources of income for your organization, endowment funds and planned giving are what enable you to enhance your stability and credibility within your community. We work with you to develop strategies that fit your vision, mission, and fundraising objectives—and appeal to your donors—to help ensure your organization’s long-term sustainability.
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18 Trillion Reasons to Plan Ahead
The largest wealth shift in modern U.S. philanthropy is already underway. Known as the Great Intergenerational Transfer of Wealth, it will move extraordinary assets from older generations to heirs and charitable causes. In December 2024, studies projected that $124 trillion will transfer through 2048, including $18 trillion to charity. Read on to see how your nonprofit could get a piece of this sum.
The $84/Month Playbook: Turn a Tax Break into a Donor Pipeline
Most nonprofits are trying to solve the same problem right now: Fewer people are giving. Not fewer dollars. But fewer donors. Participation declines are eroding the fabric of philanthropic giving in the U.S. Starting in 2026, the tax code offers something rare: a simple, donor-friendly incentive that standard deduction taxpayers (non-itemizers) can use. Read on to see the playbook.
25 Stories of Impact: Building a Sustainable Future with The Endowment Handbook
Published in 2024 by Wiley Press, The Endowment Handbook by Benefactor Group Founder & Principal Laura J. MacDonald, CFRE, is the most comprehensive and up-to-date guide on building endowments, reserves, and enduring donor relationships in decades. It reflects key changes in donor behavior, market performance, and societal perceptions caused by the Tax Cuts and Jobs Act, the pandemic, and broader calls for social change.
