Webinar 1/22: Joseph O. Bull, “Stress Testing Your Gift Agreements and Naming Policies”

In this Pentera Webinar, Joe Bull, J.D., offers ways to create planned gift documents that are “stress tested” against future problems…

Read more

The Women You Know Hold the Key to Your Planned Giving Success

Your planned giving marketing strategy should focus on the women most involved with and committed to your organization…

Read more

Opportunity Is Knocking: Now’s the Time to Capitalize on the Anticipated Increase in Estate Gifts

Nonprofits should start thinking now how to best take advantage of an anticipated rise in charitable estate gifts forecast in a new study by the Lilly…

Read more

Is Your Organization Going to Miss Out on the Impending Increase in Planned Gifts?

Now may be the perfect time for nonprofits to ramp up their planned giving marketing because affluent American households appear poised to increase their…

Read more

World Gratitude Day–Are You Thwarting Donations with Your Well-Meaning Thank Yous?

World Gratitude Day, observed each year on September 21, provides an excellent opportunity for nonprofits to ponder the importance of gratitude and express…

Read more

Webinar 11/14: Alexandra P. Brovey, “How to Begin a Gift Conversation/Skills for Successful Gift Conversations”

Author and gift planning expert Alex Brovey will help you identify the best gift options for your donors and prospects in this Pentera webinar…

Read more

Charitable Gift Planners Indiana 10/3: Claudine Donikian Presents New Research, "Donor Stories in Planned Giving Marketing—To Use or Not to Use?"

Pentera CEO Claudine Donikian is presenting new research on donor stories to the Charitable Gift Planners Indiana on October 3…

Read more

Study Shows Affluent Households Remain a Key Source of Nonprofit Revenue Despite Recent Drop in Giving Levels

Affluent American households continue to be a much more promising source for charitable giving than average U.S. households, according to the 2023 Bank of…

Read more

In Planned Giving, We Know the Value of Volunteers—And a New Study Shows That Appreciation Is Growing

A new study by the Initiative for Strategic Volunteer Engagement and The Do Good Institute shows appreciation for volunteers has risen dramatically in a…

Read more