Year-end punchlist: Start checking it twice
The final months of the year are critical for fundraising, but year-end success requires more than sending an appeal in December and hoping donors respond.
Year-end checklist: Repeat, repeat, repeat
Client reminders are especially important this year because new charitable deduction rules took effect in 2026 and markets may have created opportunities for clients to give appreciated assets.
It’s a whirlwind: Sorting through year-end charitable giving tips
Thoughtful year-end giving does not have to be complicated. CFSJ can help you cut through the noise, coordinate with your tax and financial advisors, and focus on the decisions that matter most.
You say it’s our DAF Day? It’s your DAF Day too!
Donor-advised funds have become an increasingly visible part of charitable giving, and DAF Day gives nonprofits a timely reason to ensure donors know they can use these funds to support the organizations they care about.
Estate planning: Go beyond the thirteen magic words
For attorneys, CPAs, and financial advisors, National Estate Planning Awareness Week is a good time to remind yourself to ask each client a question that can open an important dialogue sometimes overlooked in the estate planning process.
Estate planning: More than just a will
National Estate Planning Awareness Week is about more than simply checking “make a will” off your to-do list. It is an opportunity to look at your entire estate plan and ask whether your documents and beneficiary designations work together to reflect the people, organizations, and community you want to support.