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PARTNER INSIGHTS: Using Retirement Assets for Charitable Giving
For many people, retirement accounts are the most significant source of accumulated assets throughout their lifetime. These accounts also...
TouchPoints
May 31, 20222 min read
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PARTNER INSIGHTS: How a Case for Support Will Help Your Organization — And How It Won't
A case for support can take several forms: a major gift proposal, a one-sheet, a designed brochure, or a prospectus for example. The...
Emily Weisgrau
Nov 18, 20213 min read
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PARTNER INSIGHTS: Why Donor-Advised Funds are Critical for Fundraising
There are many ways for philanthropic individuals to give to the causes they care about and make a meaningful, lasting impact. Over the...
Chris LoPresti
Sep 29, 20213 min read
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