by plannedgivingm | Jun 23, 2026 | Testimonials
Answering the Call: How Rosary Academy Is Building for the Future For Kristie O’Campo, returning to Rosary Academy was never part of the plan. More than a decade ago, she was enjoying a career in higher education and raising young children, content with the path...
by plannedgivingm | Jun 23, 2026 | Articles
Appreciated Stocks The Gift That’s Already There Many donors still give with cash simply because it is the default. But for donors who own appreciated stock, donating shares directly can often be a more tax-efficient and impactful way to make a gift. The core message...
by plannedgivingm | Jun 23, 2026 | Articles
Donor-Advised Funds The Fastest-Growing Charitable Giving Vehicle — And What It Means for Your Organization Donor-advised funds, or DAFs, have become one of the fastest-growing charitable giving vehicles that allow donors to make a contribution, receive an immediate...
by plannedgivingm | May 24, 2026 | Testimonials
How Bottomless Closet Built Planned Giving Momentum with the Right Partner For more than 25 years, Bottomless Closet has helped women in New York City enter the workforce and build stable, independent lives. Through one-on-one coaching, professional attire, and...
by plannedgivingm | Apr 10, 2026 | Planned Giving Myths & Realities
PLANNED GIVING MYTHS & REALITIES By: Adrienne Wright In my role as PGM’s client engagement & analytics specialist, I meet with our clients regularly to review their dashboard and track which of their prospects are actively engaging with our planned...
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