Last-Chance Giving Window Before New Tax Rules Take Effect

The bottom line: donors who wait until 2026 will lose significant tax leverage. For decades, tax policy has shaped donor behavior, often spurring generosity at year-end when individuals consider both their philanthropic goals and tax liabilities. Now the One Big Beautiful Bill Act (OBBBA) has reshaped charitable giving rules in the United States. For this […]
Bequests Are Timeless: Why Now’s the Moment to Prioritize Legacy Giving

Economic uncertainty can slow down many things, but it doesn’t stop generosity, especially the kind rooted in legacy. At Make Philanthropy Work, we believe gift planning is one of the most resilient fundraising strategies, especially bequests. While annual gifts may fluctuate with economic conditions, donors’ long-term commitments often remain steady or grow. That’s why we’re […]
5 Ways to Know If You Have a Legacy Fundraising Operation

The donors of today are searching for meaningful stories and engagement, want to be listened to, and need to understand how they can make an impact. In the movie, No Country for Old Men, Tommy Lee Jones Character, Sheriff Ed Tom Bell, laments to Ellis that he is feeling outmatched. Barry Corbin’s character, Ellis then retorts, “What […]
Look in Your Own Fundraising Yard for Gifts

Stop looking at your neighbor’s lawn. Just too many nonprofits think the grass is greener with someone else’s mission, donors, or…fill in the blank. Not true, most of the time.
Dark Side of Fundraising: How to Avoid Pitfalls and Build Donor Trust

Here’s one fundraising takeaway I’d love to share: do NOT go to the Dark Side of fundraising, go to the light!
Attracting and Stewarding Donor-Advised Fund Holders

Donor-advised funds are top of mind for all of us working in fundraising, and those who choose to invest via a DAF should receive ample, individualized attention from organizations to cultivate their involvement over time. With DAFs on a consistent rise across the philanthropic landscape (according to the 2023 DAF Report from the National Philanthropic Trust, grantmaking from DAFs has more than doubled in the last five years – check out our previous post on Five Major Shifts in Fundraising Over the Last Five Years to learn what other areas you should spotlight) and many donors and organizations struggling to navigate this shift, attracting stewarding DAF holders in ways that address their specific needs and concerns should be a top goal in your stewardship plan.
The Millionaire (next door) Major Gift Strategy

The affluent have not changed much because people have not changed much either. Anyone entering a profession needs a go-to book to ground them. Entering the world of fundraising, specifically major gifts, it was “The Millionaire Next Door: the Surprising Secrets of America’s Wealthy,” by Thomas J. Stanley. As a researcher of the affluent, Stanley […]