Helping Nonprofits Thrive. Fundraisers Succeed.

Planned giving remains one of the most powerful yet underutilized tools in nonprofit fundraising. This article explores why organizations overlook it, the cultural and systemic reasons behind short-term thinking, and what it takes to cultivate long-term donor relationships. Through practical insights, emotional truths, and a self-assessment checklist, it challenges nonprofits to plant the seeds of legacy today—because the fruit, and the future, depend on it. Elegant, honest, and quietly urgent, this is fundraising philosophy in action.

As donor expectations evolve, today’s philanthropists are seeking more from their financial advisors—beyond tax advice. They want strategic, values-aligned giving plans that include family, legacy, and impact. With over $84 trillion expected to transfer across generations by 2045, advisors who understand charitable tools like planned giving and donor-advised funds are well-positioned for growth. Learn how integrating philanthropy into your financial planning services isn’t just good ethics—it’s smart business.

Most will tools are built for transactions, not legacies. LegacyPlanner™ redefines estate planning by integrating it into the donor journey—educating, inspiring, and deepening engagement along the way. It’s not just about creating documents; it’s about creating impact. As philanthropy evolves, so must our tools. LegacyPlanner™ offers a glimpse into how estate planning can become a central part of donor-centric fundraising strategies.