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As $84 trillion transfers from Baby Boomers to younger generations, financial advisors risk losing both clients and assets to charitable giving—unless they act strategically. When donors establish charitable vehicles without advisor involvement, that wealth often moves permanently outside the advisor’s purview to competitors like Fidelity Charitable or nonprofit-referred planners. The solution? Build intentional relationships with nonprofits before clients do. This triangular alliance—advisor + donor + nonprofit—creates stronger outcomes for everyone while protecting assets under management and positioning advisors as indispensable partners in legacy planning conversations that matter most.
Most fundraisers assume they deserve a seat at the table; this tool reveals if you truly do. It tests your grasp of financial metrics, donor intelligence, and strategic priorities—core knowledge that separates respected leaders from the overlooked. You’ll identify gaps in your organizational awareness and uncover the skills that position you as a trusted, data-savvy partner. It’s more than a professional check-in—it’s a reality check on your readiness to lead.
Who is our enemy? The current administration or us? This explosive essay argues nonprofits are committing suicide through moral performance theater. While organizations obsess over donor ‘purity tests’ and Twitter tantrums, missions collapse and staff get laid off. The brutal truth: accepting ‘tainted’ money isn’t unethical—letting your cause die because you’re afraid of headlines is. Universities and government take questionable money daily. Stop letting reputation managers kill your mission. Take the controversial donation, keep the lights on, and help people instead of virtue signaling your way to bankruptcy
Featured Cover Preview The Power of Partnership in Fundraising: Donors Step Up When You Make Them Feel Integral To Your Mission Nate Broeckert, Executive Director,Coal
Today’s 10-year-olds will inherit and create more wealth than any generation before them—yet we wait until age 40 to talk to them about philanthropy. That’s a strategic mistake. Habits form early, and if we want generosity to be part of their identity, we must start now. Philanthropy isn’t a transaction—it’s a belief system. Waiting means forfeiting influence over the values of those who will soon control trillions. The future of giving starts younger than you think.
We’re thrilled to share that Patrick O’Donnell will be taking the helm of GIVING magazine as executive editor, and will also serve as editorial director for GIVING’s sister site, Philanthropy.org. Patrick is a writer, editor and author who brings more than 30 years of experience to the table. He’s been working with the PlannedGiving.com brand for almost a decade, specializing in storytelling, attention-grabbing appeal letters, and planned giving content.
Inspired by Your Next Five Moves by Patrick Bet-David, this article reframes nonprofit leadership through bold, unapologetic strategy—not survival. It’s for leaders who want impact, not inertia. It separates those in denial from those ready to take action. And if you’re not a CEO? Read it anyway. You’ll understand how real leadership thinks—and become one faster. If you’re tired of playing checkers in a chess world, it’s time to think five moves ahead. Your mission deserves nothing less.
The most meaningful gifts aren’t given out of impulse—they’re reserved for those who’ve earned lasting trust. If your organization hasn’t shown it’s built for the long term, don’t expect to be remembered when it matters most. Donors don’t leave legacies to nonprofits scrambling to survive. They choose the ones that act like they belong in the future. If your message ends with “we need help,” you’ve already lost. The real question is: Are you worthy?
DAFs are where generosity goes to nap. With over $160 billion sitting idle, donor advised funds are the polite face of philanthropic procrastination—wrapped in tax breaks, moral applause, and just enough paperwork to feel productive. Whether you’re funding climate activism, the NRA, or a dog yoga retreat in Boulder, DAFs let you delay real giving while looking like a hero. This satirical exposé unpacks how DAFs function as legal laundromats, helping donors stall while nonprofits wait… and wait. And wait.
GIVING Magazine
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