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Posted October 6th, 2016

The Emergence of Blended Gifts: Are Boomers Finally Booming?

by Robert F. Sharpe, Jr. Note: In the print version of Give & Take, this story is running in two parts. Part one was featured in the October, 2016 issue, and part two appears in the November, 2016 issue as “How Blended Gifts Can Lead to Larger Gifts.” The article is available online below in its… read more

Posted September 6th, 2016

POD, Totten Trusts, ITF: Making Charities Beneficiaries of Donor Savings Accounts

by John Jensen Confusion can result when one gift vehicle has many names. Imagine this: An elderly donor decides to name your organization as the beneficiary of her savings account through a POD (Payable on Death) designation. She contacts her bank manager to arrange the gift, only to be told that her bank doesn’t offer POD accounts. The donor,… read more

Posted September 6th, 2016

In the Market for Gifts of Stock

by Barlow Mann In spite of a global economic slowdown, Brexit, terrorist attacks at home and abroad, a contentious presidential race and a general atmosphere of uncertainty, the U.S. stock markets reached new highs in August. The Dow, NASDAQ and the S&P 500 set new records this summer. Before July, the last time the Dow hit a… read more

Posted September 6th, 2016

Gifts of Securities: How to Motivate Donors to Make These Gifts

Gift planners know about the special tax benefits of giving securities instead of cash, particularly for gifts of relatively larger amounts, perhaps $1,000 or more. However, many donors don’t fully understand the why and how of stock gifts. To educate your donors, consider sending donors with a history of larger gifts information such as Sharpe’s Giving Securities booklet. Attach your business card… read more

Posted September 6th, 2016

Centenarian Death Rates on Downward Trend

The National Center for Health Statistics released a report earlier this year entitled “Mortality Among Centenarians in the United States, 2000-2014.” After rising between the years 2000 and 2008, the death rate (number of deaths per 100) among Americans aged 100 and older saw a decline from 2008-2014. Still, the number of centenarian deaths in 2014 is 41 percent higher than… read more

Posted September 6th, 2016

Lessons Learned from Prince’s “Estate Plan”

Educating your donors about the importance of making estate plans can help ensure participation in those plans. Many were shocked earlier this year by the unexpected death, at the age of 57, of the well-known musical icon and entertainer Prince. Then, within days, we were further surprised to learn he had apparently passed away without a will or other estate plans…. read more

Posted August 10th, 2016

Introducing Dorothy and Dennis Donor: UK Legacy Giving Trends

While The Wealth-X and Arton Capital Philanthropy Report 2015 (see “The Rich Are Different” in this issue) examines the demographics and habits of ultra high net worth donors, another recent report on the demographics and habits of bequest donors in the U.K. may be of interest to gift planners in the U.S. The new study by Smee & Ford, entitled… read more

Posted August 10th, 2016

The Rich Are Different

by Barlow Mann There is a famous saying attributed to an exchange between F. Scott Fitzgerald and Ernest Hemingway: Fitzgerald supposedly remarked, “(The rich) are different from you and me.” Hemingway’s response: “Yes, they have more money.”* What do we really know about very wealthy donors? The Wealth-X and Arton Capital Philanthropy Report 2015 provides some useful insights into… read more

Posted August 10th, 2016

8 Ways to Use Year-End Giving Communications to Encourage More and Larger Gifts

Most nonprofit organizations receive a majority of their gifts each year between the months of August and December. Since the latter months of the year are likely to be a critical time for a nonprofit’s overall financial health, it is important to make sure your current and potential donors understand the most effective ways to make their gifts as the end… read more

Posted August 10th, 2016

Donor Recognition Society Case Study: The Church Health Center

Richard Kohrs has been the Development Specialist at the Church Health Center in Memphis, TN since 2008. The Church Health Center is a faith-based healthcare organization that seeks to help people care for their bodies and spirits, serving especially the uninsured and under-insured. It’s a mission Kohrs has strongly believed in since watching the Church Health Center grow from its very beginning. “I thought that… read more

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