Planned Giving Resources

Add to your planned giving toolbox with exclusive content from our research hub. Read white papers diving deep into industry trends, watch videos from our expert advisors or download our latest case studies. Magnify your planned giving fundraising strategy with Giving Docs.

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.

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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.

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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