Pentera, Inc.

10/21/2026

Join Shari Fox CAP®, Fox Philanthropic Advisors, as she presents, “Gifts, Money, and Taxes 101.”

Far (far, far!) from a dry, boring lecture, this program takes a game show approach to learning the basic tax rules that influence donors’ decisions about charitable gifts. This session will give you knowledge you can use to help your donors make the most of their charitable gifts. Space is limited, so register now!

Far from a dry, boring lecture, this highly participative program takes a game show approach to learning the basic tax rules that influence donors’ decisions about charitable gifts…

08/11/2026

Don't miss it! Kicking off Pentera's 2026-27 webinar season, Russell James will cover the key practices that reliably secure transformational gifts. You’ll learn how to surface meaningful projects, help donors see their financial abundance, build supportive peer communities, and design gifts that create enduring impact and a richer life experience. Space is limited, so register now!

Learn the ten keys to securing transformational gifts in this Pentera webinar featuring Professor Russell James…

04/22/2026

Female donors will direct much of the charitable giving resulting from the great intergenerational wealth transfer now taking place, Giving USA reports.

A new report from Giving USA highlights the growing importance of women for current and future philanthropic giving…

04/07/2026

DAFs are changing philanthropy, including making it easier to talk about legacy giving.

Donor-advised funds “succession plans” are an opportunity for nonprofits to secure legacy gifts…

04/02/2026

Now is the time for colleges and universities to lock in new planned gifts.

New data shows a strong upward trend in charitable giving to higher education, a sign that now is an ideal time for institutions to double down on promoting planned giving…

03/25/2026

Join Lynn Malzone Ierardi, JD, as she presents, “Seizing the Campaign Moment: Elevating Gift Planning for Greater Impact.” Lynn will discuss how to integrate gift planning into active and upcoming campaigns in ways that resonate with leadership, colleagues, and donors—while advancing your campaign goals and priorities. You will leave with actionable strategies you can apply immediately to increase the visibility and overall impact of your gift planning program.

This webinar will show how you can successfully make gift planning a key and impactful part of your campaign, not an afterthought…

12/18/2025

The postmark may not mean what you think it means anymore! A new USPS policy changes how year-end gifts are dated. Here's what you need to know.

On November 24, 2025, the United States Postal Service (USPS) adopted a final rule in the Domestic Mail Manual...

12/11/2025

Join Bill Samers, vice president of planned giving and endowments at UJA-Federation of New York, as he presents an overview of how to create and implement a legacy challenge fund. Bill will discuss different structures for a legacy match, campaign timing, marketing materials, and staff training. Space is limited, so register now!

This webinar will show how you can successfully create and implement a legacy challenge matching fund at your nonprofit.…

12/04/2025

We're proud to celebrate 50 years of Pentera and share our history and legacy with you!

Pentera is celebrating a milestone this year—its 50th anniversary of serving the planned giving community…

11/24/2025

Warm Thanksgiving wishes to our clients, colleagues, and friends across our industry. We are truly grateful for you!