Conway Li, Author at Top Nonprofits by Nexus Marketing

Tax-Deductible Limits on Estate & Bequest Gifts: A Refresher
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Tax-Deductible Limits on Estate & Bequest Gifts: A Refresher

Conway Li2026-10-28T10:25:51-04:00

The federal estate tax exclusion rose to $15 million per person for 2026, and it adjusts for inflation beginning in 2027. That figure determines which donors face estate tax and how a charitable bequest changes the outcome for their heirs. Planned giving leaders who understand the mechanics of this exclusion can hold more productive conversations with donors and their advisors and prepare their organizations to receive larger gifts. In this refresher, we’ll cover the 2026 exclusion and rate, the code sections that govern charitable deductions, the conditions a bequest must meet, the operational groundwork behind planned gift fundraising, and the treatment [...]

Tax-Deductible Limits on Estate & Bequest Gifts: A RefresherConway Li2026-10-28T10:25:51-04:00

Planned Giving Vendor Evaluation & RFP Guide for Nonprofits

Conway Li2026-10-23T11:40:12-04:00

Bottom Line Up Front: For fundraising professionals exploring legacy or planned gifting, comparing software options requires a structured approach. This planned giving vendor evaluation guide balances technology cost with long-term gift yield. To execute a planned giving program effectively, nonprofit executives, Chief Development Officers, and procurement committees must evaluate total cost of ownership, CRM integration capabilities, vendor security protocols, and data protection before entering into software contracts. Read on to discover exactly what you should be on the lookout for in your search. Executive Procurement for Planned Giving Technology Selecting software for planned giving operations is an executive investment that affects [...]

Planned Giving Vendor Evaluation & RFP Guide for NonprofitsConway Li2026-10-23T11:40:12-04:00

Legacy Giving vs. Planned Giving: Definitions & Positioning

Conway Li2026-10-23T11:30:25-04:00

While planned giving refers to the technical financial structures behind deferred gifts, legacy giving reflects the emotional, donor-centric messaging that inspires supporters to include nonprofits in their long-term estate plans. These differences are vital for executive leaders who want to maximize long-term major gift conversions. Defining the Difference: Legacy Giving vs. Planned Giving Understanding the difference between legacy giving and planned giving in nonprofit marketing requires executive leadership to separate technical administration from donor motivation. At its core, planned giving describes the legal, tax, and financial mechanisms used to structure deferred contributions. These instruments include charitable gift annuities, charitable remainder unitrusts, [...]

Legacy Giving vs. Planned Giving: Definitions & PositioningConway Li2026-10-23T11:30:25-04:00

The Nonprofit Executive’s Guide to Gift Processing
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The Nonprofit Executive’s Guide to Gift Processing

Conway Li2026-10-29T10:23:20-04:00

Strong institutional governance begins with an unyielding commitment to financial transparency and regulatory compliance. The nonprofit gift processing infrastructure serves as the core of this operational framework. While many executive leaders view donation administration as a routine, back-office data-entry task, it is, in reality, the primary gatekeeper for all incoming charitable revenue. When operational controls are weak, organizations expose themselves to significant vulnerabilities. Therefore, establishing an airtight administrative pipeline requires a deliberate balance between strict accounting principles and forward-looking management. This comprehensive guide provides a structural roadmap to help nonprofit CFOs and EDs overhaul their financial workflows to safeguard institutional assets, [...]

The Nonprofit Executive’s Guide to Gift ProcessingConway Li2026-10-29T10:23:20-04:00

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