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Posted February 6th, 2017

100 Years of Government-Encouraged Philanthropy

In 1917, to finance the last push to end WWI, the U.S. Congress increased the federal income tax by passing the War Revenue Act of 1917. This legislation also introduced the charitable deduction to the American tax system. Knowing that people tend to give to charitable interests from their discretionary income (which remains true today),… read more

Posted February 6th, 2017

Are You Near, Dear and Clear?

by Barlow Mann Motivation is a critical element in the charitable giving process. What can you do to develop loyal and motivated donors? Most people have a favorite restaurant they frequent time and time again. Similarly, many donors tend to give to the same charities year after year. What creates this type of loyalty? Let’s… read more

Posted January 11th, 2017

Dos and Don’ts of Detecting Diminished Capacity

For those in the gift planning field, working with older individuals comes with the territory, and helping older donors plan their charitable gifts is all in a day’s work. Given the aging of America and the donor constituencies of many organizations (see “Introducing the ‘Gerontrophilanthroplutocracy’”), those working with older donors need to be particularly sensitive… read more

Posted January 11th, 2017

Don’t Let Your Charitable IRA Donors Make This Common Mistake

Now that the special IRA provision allowing qualified charitable distributions up to $100,000 per year is permanent, donors, gift planners and other advisors need to ensure everyone involved in an IRA gift understands the vital tax reporting requirements that apply to gifts of this nature. Can you imagine how unhappy a donor might be to… read more

Posted January 11th, 2017

Introducing the “Gerontrophilanthroplutocracy”

By Robert F. Sharpe, Jr. Age and wealth matter in fundraising. Early last year, I introduced the term “Gerontrophilanthroplutocracy” at a number of gatherings of development professionals. The purpose of this term was to grab the attention of the attendees and open a discussion of ongoing major shifts in the philanthropic landscape, from demographic shifts… read more

Posted December 6th, 2016

Reflections on December Giving

by Barlow Mann December can be one of the busiest months for fundraising, but it’s also a time to look forward to a new year. As we enter the most philanthropic time of the year, overall charitable giving in America seems poised to set an all-time record in 2016. While the official Giving USA estimate… read more

Posted December 6th, 2016

Tax Reform and Charitable Giving

Many experts anticipate tax reform in 2017. What might this mean for charitable giving? After several years of bipartisan Congressional studies and committee work in the House and the Senate, it now appears that the prospects for comprehensive tax reform have moved to the front of the legislative agenda for 2017. The president-elect’s tax reform… read more

Posted December 6th, 2016

The Passing of the Greatest Generation: What Does It Mean?

by Robert F. Sharpe, Jr. As the numbers of the G.I. Generation decline, fundraisers will depend more heavily on succeeding generations. How will this affect charitable giving? December 7, 2016, marks the 75th anniversary of Pearl Harbor. Many of us grew up with parents, grandparents and other relatives or friends who were members of the… read more

Posted November 3rd, 2016

Creative Ways to Integrate Current and Future Gift Marketing

Suggestions for marketing future gifts along with gifts that produce immediate benefit. Your development efforts don’t have to become a battle between encouraging gifts today and promoting those that will be completed over time. With a little ingenuity, the two concepts can be successfully communicated at the same time. Here are the pros and cons… read more

Posted November 3rd, 2016

Incomes Up + Poverty Down = More Giving

As the economy continues to recover, the outlook on charitable gifts continues to improve. The latest U.S. Census figures indicate that inflation-adjusted median household income increased by 5.2 percent between 2014 and 2015. At the same time, the number of people living in poverty decreased slightly by 1.2 percent. In 2015, median household income rose… read more

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