Webinar 3/21: Pamela Jones Davidson, J.D., “Life Stage Plans That Benefit People Who Do Not Have Taxable Estates – MOST OF US!”

Even with a high threshold for federal estate taxes, there remain good reasons for everyone to create an estate plan, as Pamela Jones Davidson explains in…

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Georgia Planned Giving Council 3/7: 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 Georgia Planned Giving Council on March 7…

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Political Donations May Cut Into Charitable Giving in 2024

The 2024 election could produce fundraising headwinds for nonprofits this year…

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Trust in Charities Is High but Varies Significantly by Age, Income, and Charity Type

Public trust in charities remains relatively high, but the types of charities people trust vary by age and income—according to a new survey by the…

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Need to Revive Your Legacy Society?

Hoping to wake up a sleepy legacy society—or launch a new one? Pentera’s groundbreaking research and tips from CGP can help.

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Rev Up Your Planned Giving Program

Valuable insider tips were in abundance during the CGP 2023 conference in Chicago…

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Gift Annuity Rates Set to Increase with the New Year

The maximum gift annuity rates suggested by the American Council on Gift Annuities (ACGA) will increase effective January 1, 2024…

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Webinar 1/9: William D. Samers "Exploring the Evolving Landscape of Charitable Estate-Planning Documents: The Significance of Beneficiary Designations Alongside Wills and Trusts"

Join William Samers, vice president of planned giving and endowments at UJA-Federations of New York, for an in-depth examination of the ever-evolving…

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