TouchPoints May 31, 20222 minPARTNER INSIGHTS: Using Retirement Assets for Charitable GivingFor many people, retirement accounts are the most significant source of accumulated assets throughout their lifetime. These accounts also...
Emily Weisgrau Nov 18, 20213 minPARTNER INSIGHTS: How a Case for Support Will Help Your Organization — And How It Won'tA case for support can take several forms: a major gift proposal, a one-sheet, a designed brochure, or a prospectus for example. The...
Chris LoPresti Sep 29, 20213 minPARTNER INSIGHTS: Why Donor-Advised Funds are Critical for FundraisingThere are many ways for philanthropic individuals to give to the causes they care about and make a meaningful, lasting impact. Over the...