Strategic Plan

2025-2029

Our new mission is to expand resources for causes and communities by educating, advocating, and increasing equitable access to charitable gift planning.

Our new vision is a more generous and just society, reflecting our conviction that equitable access to charitable gift planning will enhance the sustainability of charities and create just outcomes for those facing barriers.

Our new values emphasize belonging, generosity, equity, and leadership, guiding us in everything we do.