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Posted May 2nd, 2017

It’s Late. Do You Know Where Your Donors Are?

Some of you will remember public service announcements that were typically broadcast on a Friday or Saturday evening after the late news reports. They would say something like, “It’s 10:30. Do you know where your children are?” If you knew the answer, all was well. If you did not know where your children were, you… read more

Posted May 2nd, 2017

“Do Your Homework”: One Donor’s Perspective on Fundraising Strategies That Work

A donor shares his passion for benefitting his community, including what most influences him to give to a particular cause and mistakes some fundraisers make. Michael J. Bruns is a businessman and civic leader in Memphis, Tenn. Following the sale of his company, Comtrak Logistics, and his retirement in 2010, Bruns began focusing more of… read more

Posted May 2nd, 2017

Your Donor’s Voice

Note: In the print version of Give & Take, this story is running in two parts. Part one was featured in the May 2017 issue and part two will appear in the June 2017 issue. The article is available online below in its entirety. Donor testimonials can be an essential part of sharing your mission. Advertisers… read more

Posted April 3rd, 2017

Entering the Matrix—Easy as ABC and 123

by Barlow Mann Most fundraisers have a grasp of who their largest and most generous contributors are at present but are not necessarily sure where to find their leading donors in coming years. The Sharpe KnowledgeBase® has continually evolved over the past 54 years and has been the foundation of several tools designed to assist fundraisers… read more

Posted April 3rd, 2017

100 and Counting

The number of the super-senior population (85 and older) is rapidly growing, and the 100+ population is among the fastest growing segments. As a result, gift planners interacting with the super-senior population need to better understand the mental and physical health of those who are increasingly likely to live to 100 or beyond. According to… read more

Posted April 3rd, 2017

The Charitable IRA Boom

The Charitable IRA provision offers an attractive giving option for those aged 70½ or older. Here are a few reasons why you should be encouraging these gifts. While many have speculated about the Boomer Bequest Boom, the reality is that it will be a decade or more before significant funds begin to be received at… read more

Posted April 3rd, 2017

Who Has the Keys to Your Digital Assets?

by John Jensen A new model law aims to address issues of access to digital accounts in estate plans. Most of us have a growing number of digital accounts, ranging from social media to family photos to virtual wallets (PayPal, Bitcoin, etc.), that are stored in the cloud or on smart phones or tablets. In fact,… read more

Posted March 8th, 2017

Five Tips for Fundraisers New to Gift Planning

by Aviva Shiff Boedecker Managing a quality gift planning effort that attracts and keeps donors can be more of an art than a science. Here are five tips for making a significant contribution to your organization’s success. 1. Start slowly and build carefully. Don’t feel compelled to do everything at once. Take time to prepare a… read more

Posted March 8th, 2017

Noncash Contributions Exceed $50 Billion

By: Barlow Mann With the stock market at an all-time high, gifts of securities may be particularly attractive for some donors. According to the Summer 2016 IRS Statistics of Income Bulletin, the agency’s most recent report, individual taxpayers who itemized deductions reported $51.6 billion in noncash charitable contributions in 2013. This figure represented over 25… read more

Posted March 8th, 2017

High Capacity Donors

The latest U.S. Trust Study of High Net Worth Philanthropy report provides some interesting insights into the attributes and philanthropic practices of affluent Americans. This research is based on a survey of U.S. households with a net worth of $1 million or more (excluding the value of their primary residence) and/or annual household income of… read more

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