Exclusive content from our research hub
Most of us in the estate planning business are familiar with both sides of the battle over electronic wills. This paper explores the passage of the Uniform Electronic Wills Act and how the pandemic is accelerating the adoption of laws that facilitate electronic signatures on wills and remote witnesses.Download the White Paper
Without a doubt, 2020 has been a rough year. Despite unemployment, political division, and a devastating pandemic, one pleasant result has emerged: a significant uptick in donations to charities and an increase in estate planning. Download the white paper to learn how the pandemic has positively impacted planned giving and to access an action plan for planned giving officers.Download the White Paper
Dr. Russell James shares his latest research on the mental framing of assets for charitable giving. This presentation was given to Dr. Dan Ariely's lab, the Center for Advanced Hindsight, at Duke University. Dr. James and Dr. Ariely are research advisors to Giving Docs.
What is it about giving that makes us feel so good? What national trends are making it the prime time for you to double-down on your planned giving strategy? What does behavioral science have to do with it? Download this white paper to learn the latest industry trends and receive your action plan.Download the White Paper
Optimize your planned giving approach by integrating the top scientific research insights into your outreach strategy. We’ve reviewed the most frequently cited papers from Dr. Russell James, Dr. Claire Routley and more, and compiled the highlights for you in an easily digestible one pager.Download the White Paper
A case study on one of our most successful campaigns and a window into what is possible for your organization. Chive Charities is a Texas-based nonprofit focused on serving people with rare medical diagnoses, first responders & veterans, and special education initiatives.Download the Case Study