The Planned Gift Hiding in Plain Sight: DAF Succession Plans

The Planned Gift Hiding in Plain Sight: DAF Succession Plans

Donor-advised funds “succession plans” are an opportunity for nonprofits to secure legacy gifts… Read More +

The Pentera Blog

The Planned Gift Hiding in Plain Sight: DAF Succession Plans

The Planned Gift Hiding in Plain Sight: DAF Succession Plans

Donor-advised funds “succession plans” are an opportunity for nonprofits to secure legacy gifts…

Planned Giving Will Be Key as Higher Ed Philanthropy Surges

Planned Giving Will Be Key as Higher Ed Philanthropy Surges

New data shows a strong upward trend in charitable giving to higher education, a sign that now is an ideal time for institutions to double down on…

Webinar 4/21: Lynn Malzone Ierardi, JD, “Seizing the Campaign Moment: Elevating Gift Planning for Greater Impact”

Webinar 4/21: Lynn Malzone Ierardi, JD, “Seizing the Campaign Moment: Elevating Gift Planning for Greater Impact”

This webinar will show how you can successfully make gift planning a key and impactful part of your campaign, not an afterthought…

It's the End of the Mailbox Rule as We Know It

It's the End of the Mailbox Rule as We Know It

On November 24, 2025, the United States Postal Service (USPS) adopted a final rule in the Domestic Mail Manual...

Webinar 2/11: William D. Samers, J.D., “Game, Set, Match! Creating a Legacy Challenge”

Webinar 2/11: William D. Samers, J.D., “Game, Set, Match! Creating a Legacy Challenge”

This webinar will show how you can successfully create and implement a legacy challenge matching fund at your nonprofit.…

Celebrating 50 Years of Pentera: Two Eras of Innovation and Integrity

Celebrating 50 Years of Pentera: Two Eras of Innovation and Integrity

Pentera is celebrating a milestone this year—its 50th anniversary of serving the planned giving community…

Avoid DAF-aster: DAFs Hold a Lot of Money, but Is Your Organization Going to Get the Grants?

Avoid DAF-aster: DAFs Hold a Lot of Money, but Is Your Organization Going to Get the Grants?

As donor-advised funds grow in popularity, it’s important for nonprofits to remind donors how DAFs can become part of their legacy giving…

Webinar 9/16: Russell James, “You’re in the will! Now what? Strategies that lead to larger legacy and lifetime gifts”

Webinar 9/16: Russell James, “You’re in the will! Now what? Strategies that lead to larger legacy and lifetime gifts”

Getting new legacy pledgers or legacy society members is great. But the data show that a “count it and forget it” approach won’t…

5 Key Strategies to Keep Your Bequest Program Strong

5 Key Strategies to Keep Your Bequest Program Strong

Giving USA 2024 reported that charitable bequests grew by nearly 5% in 2023—surpassing growth rates for giving by individuals, foundations, and…