Resources and Insights

Can Planned Giving Advance Diversity, Equity and Inclusion (DEI)?

A multi-part series exploring ways to make planned giving more inclusive for communities of color.

Download the Case Study

4 Helpful Bequest Appeals

Through a collaboration between The Stelter Company and Giving Docs, 9 bequest appeals were tested and 4 stood out above the rest. The tests were inspired by behavioral science and approved by donors.

Download the White Paper

Hanover College Case Study

Learn how Giving Docs partnered with Hanover College to expand the scope of its planned giving, in collaboration with The Stelter Company.

Download the Case Study

6 eye-opening insights that planned giving officers must see.

Together, Stelter and Giving Docs have developed scientifically backed insights to determine which actions nonprofit organizations can take to motivate their donors to make planned gifts - and even more important - increase donor satisfaction when they leave a gift as part of their legacy.

Download the White Paper

Electronic Wills are here, but are they here to stay?

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

Planned Giving During a Pandemic

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 - Framing Assets for Charitable Giving

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.

Charitable Giving Trends and Strategies: A Behavior-Driven Approach

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

Key Planned Giving Research Insights

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

Chive Charities Case Study

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