Planned giving is an invaluable tool for growing your annual and major giving programs, but have you avoided implementing it because you doubt you have the time or the resources to do it well?

CCS experts Anne Thomas and Christopher Dake help remove the fear and uncertainty of engaging in planned giving, provide best practices for what you can do with limited time and resources, and share tips on how to determine your real planned giving potential, including:

  • How to address the most common concerns for investing in planned giving
  • How a growing planned giving program can help you meet your short and longer-term revenue goals
  • Initial steps to set your organization on a path to short- and long-term financial growth

PRESENTED BY

Anne Thomas

Anne Thomas

Assistant Vice President

Christopher Dake

Christopher Dake

Vice President

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Publication

2023 Gift Planning Report

March 23, 2023

Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.

Publication

Raising & Investing Endowment Capital in the Education Sector

March 2023

This report is a collaboration between CCS Fundraising and Koda Capital and explores endowment fundraising best practices for Australian educational institutions.

In the ever-changing charitable landscape, it can feel challenging to make strategic decisions that favorably impact your nonprofit’s mission. In this informative and interactive webinar, CCS Fundraising’s Greg Hagin, and the University of Pennsylvania’s Katherina Rosqueta, reveal the key insights you need to inform your fundraising strategy for the new year.

Covered topics include:

  • Expectations for 2023 fundraising strategies
  • Skills, services, and technology used by successful fundraising teams
  • Sector-specific fundraising trends

PRESENTED BY

Katherina (Kat) Rosqueta

Katherina (Kat) Rosqueta

Founding Executive Director

Center for High Impact Philanthropy
Greg Hagin

Greg Hagin

Principal & Managing Director

More Insights

Publication

2023 Gift Planning Report

March 23, 2023

Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.

Publication

Philanthropy Pulse Report Library

February 16, 2023

Discover CCS’s first edition of the Philanthropy Pulse report from 2022.

Planned giving fundraisers across all sectors and organizations of all sizes have one common challenge: increasing investment in their organization’s planned giving program.

We know that the wealth transfer in the U.S. is gaining momentum. We also know that gifts of noncash assets are THE driver of sustainable revenue growth and powerful donor cultivation tech tools can boost traditional fundraising methods. Yet, we often hear from our nonprofit partners that they can’t invest in planned giving, “right now.”

But, if not now, when?

Explore the recording and slides of this CCS webinar to learn:

  • How to convince your leadership of their role in instilling gift planning culture within your organization
  • Key data points from our recent Philanthropic Landscape report to drive home the importance of investing in your planned giving program today
  • How to respond to common questions and concerns about the ROI of your planned giving program
  • Initial steps to set your organization on a path to short- and long-term financial growth

PRESENTED BY

More Insights

Article

Gift Planning at Religious Institutions: What You Need to Know

October 3, 2022

Learn how to create a gift planning culture to help your house of worship raise more funds and expand the reach of your faith.

Article

Hidden Opportunities in Retirement Assets: Insights for Frontline Fundraisers

May 2, 2022

CCS’s Gift Planning Practice Group discusses the charitable giving potential from retirement assets and how nonprofits can promote giving from retirement and other noncash assets.

A banner image that includes the CCS logo and ICSC logo.

A lead gift can be the single most impactful tool to help advance your institutional goals. Securing a lead gift might not be easy, but there is a clear path to success if you lock in your strategy, have the right support, and follow your plan. Tune in to this webinar to follow the story of how a Catholic parish, diocese, and school identified the right gift amount, donor engagement, and case language to transform their vision into reality with a lead gift.

PRESENTED BY

Shawn Trahan Taylor

Shawn Trahan Taylor

Assistant Vice President

Brian Doyle

Brian Doyle

Mission Advancement Officer

Diocese of Toledo
Michael Murphy

Michael Murphy

Executive Director

ICSC
Sarah Sochacki

Sarah Sochacki

Executive Vice President

Brad Patterson

Brad Patterson

Executive Vice President

Thomas Kissane

Thomas Kissane

Vice Chairman

More Insights

Video

The CCS Philanthropy Pulse: What Does the Data Say and What Does it Mean for Religious Institutions?

Spring 2022

How are religious institutions approaching fundraising this year? And how does it differ from years past? View this webinar recording to discover key findings from a recent survey of nearly 100 religious organizations.

Video

Catholic Fundraising Video Series: Perspectives on Stewardship in a Digital World

June 10, 2021

Tune in to CCS Fundraising and #iGiveCatholic’s three-part video series featuring engaging conversations with dioceses, parishes, and schools to hear firsthand how these organizations have navigated stewardship in a digital world.

Want to start a conversation?

We’d love to help you plan your next chapter!

As Human Rights Watch continues to raise funds to defend the rights of people across the world, Laura Boardman, Managing Director of Development & Outreach at Human Rights Watch, discusses how they ensure confidence and offer practical advice for donor engagement.

The session is designed to be helpful to all nonprofit professionals regardless of sector, location, or scale of your fundraising operations.

PRESENTED BY

Laura Boardman

Laura Boardman

Managing Director, Development & Outreach

Human Rights Watch
Charlie Michaud

Charlie Michaud

Principal & Managing Director

Maria O’Sullivan

Maria O’Sullivan

Senior Vice President

Derval Costello

Derval Costello

Managing Director

More Insights

Article

Nonprofit Spotlight: Central European University

November 1, 2020

Discover what key lessons Central European University (CEU) has learned about fundraising during challenging times, from legislative changes that directly impacted their nonprofit to the COVID-19 pandemic.

Article

Building Momentum in Challenging Times: How Small Wins Become Big Wins

March 20, 2020

It’s important to remember that campaign success is not only about funds raised, but also about the ongoing accomplishments that keep a development team feeling positive about the direction forward.

A graphic of the Giving USA 2022

In this session, we hear from Dr. Una Osili, Associate Dean for Research and International Programs at the IU Lilly Family School of Philanthropy, who leads the research and production of Giving USA, a publication of the Giving USA Foundation. Dr. Osili presents trends from the latest report, which features a look back at charitable giving in 2021.

Following the presentation, panelists dive into a discussion on the significance and implications of this year’s numbers.

PRESENTED BY

Kara Ramirez Mullins

Kara Ramirez Mullins

Chief Advancement Officer

National Geographic Society
Lisa Wallack

Lisa Wallack

Vice Chair, International Board of Directors

Juvenile Diabetes Research Foundation (JDRF)
Dr. Anna Pruitt

Dr. Anna Pruitt

Managing Editor, Giving USA

IU Lilly Family School of Philanthropy
Sarah Krasin

Sarah Krasin

Managing Director

More Insights

Publication

Philanthropic Landscape Report, 11th Edition

September 1st, 2022

Featuring essential philanthropic research from all major sources in the industry, this exclusive report examines key themes in American philanthropy and the latest data on giving by US individuals, foundations, and corporations.

Event

Perspectives on Philanthropy — Giving USA 2022

Wednesday, October 12th, 2022

CCS fostered discussion about the philanthropic trends revealed by the Giving USA 2022 report at a number of events.

Want to start a conversation?

We’d love to help you plan your next chapter!

PRESENTED BY

Robyn Deutsch

Robyn Deutsch

Assistant Vice President

Leah Heister Burton

Leah Heister Burton

Deputy Director and Chief Advancement Officer

The Guggenheim
Karie Burch

Karie Burch

Director of Development

Portland Arts Museum
Nicole Stratton

Nicole Stratton

Senior Vice President

More Insights

Publication

2023 Gift Planning Report

March 23, 2023

Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.

Video

Planned Giving in 1-3 Hours a Week

March 9, 2023

This video, presented by CCS Fundraising’s Gift Planning Practice Group, will help you learn how you can make significant advances with planned giving — in just 1-3 hours a week!

Want to start a conversation?

We’d love to help you plan your next chapter!

PRESENTED BY

Aashika Patel

Aashika Patel

Executive Vice President

Ian Swedish

Ian Swedish

Executive Vice President

More Insights

Publication

2023 Gift Planning Report

March 23, 2023

Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.

Video

Planned Giving in 1-3 Hours a Week

March 9, 2023

This video, presented by CCS Fundraising’s Gift Planning Practice Group, will help you learn how you can make significant advances with planned giving — in just 1-3 hours a week!

Want to start a conversation?

We’d love to help you plan your next chapter!

PRESENTED BY

Allyson Reaves

Allyson Reaves

Senior Vice President

Robert B. Rice

Robert B. Rice

Vice Chairman

More Insights

Publication

2023 Gift Planning Report

March 23, 2023

Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.

Video

Planned Giving in 1-3 Hours a Week

March 9, 2023

This video, presented by CCS Fundraising’s Gift Planning Practice Group, will help you learn how you can make significant advances with planned giving — in just 1-3 hours a week!

Want to start a conversation?

We’d love to help you plan your next chapter!

Amid pandemic challenges, nearly 90 percent of affluent households gave to charities in 2020, comparable to past years. At the same time, the study found notable shifts in the way donors give across different generations. This represents significant implications for philanthropists and the nonprofit sector going forward.

During this virtual panel discussion, we examine the study’s key findings on the giving patterns and priorities of High Net Worth Individuals (HNWIs) and what this means for nonprofits. Learn practical insights on major gift fundraising, how to accelerate a relationship with a HNWI, and the keys to positioning an extraordinary gift.

PRESENTED BY

William Jarvis

William Jarvis

Managing Director

Philanthropic Executive, Bank of America
Shelley Goode

Shelley Goode

Chief Development Officer

KIPP Foundation
Dr. Una Osili

Dr. Una Osili

Associate Dean for Research and International Programs; Dean’s Fellow, Mays Family Institute on Diverse Philanthropy

IU Lilly Family School of Philanthropy
Adam Miller

Adam Miller

Executive Vice President

Sarah Krasin

Sarah Krasin

Managing Director

Thomas Kissane

Thomas Kissane

Vice Chairman

More Insights

Video

The CCS Philanthropy Pulse: What Does the Data Say and What Does it Mean for Religious Institutions?

Spring 2022

How are religious institutions approaching fundraising this year? And how does it differ from years past? View this webinar recording to discover key findings from a recent survey of nearly 100 religious organizations.

Video

Catholic Fundraising Video Series: Perspectives on Stewardship in a Digital World

June 10, 2021

Tune in to CCS Fundraising and #iGiveCatholic’s three-part video series featuring engaging conversations with dioceses, parishes, and schools to hear firsthand how these organizations have navigated stewardship in a digital world.

Want to start a conversation?

We’d love to help you plan your next chapter!