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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

Posted March 8th, 2017

Capturing Stories at Midwestern University

Robin Strachan is director of development at Midwestern University in Downers Grove, Illinois. A gift planner with more than 33 years of experience, Ms. Strachan has worked in executive and development capacities at institutions of higher education, healthcare and medical research. Here Ms. Strachan shares with Give & Take the techniques she has found most… read more

Posted February 6th, 2017

Consultant’s Corner: Who Has an IRA?

By John Jensen A recent study by the American College of Financial Services tells us that 62 percent of retirees roll their 401(k) or 403(b) funds over into an IRA when they retire. Conducted in December 2015, the study looked at 1,000 adults age 60+ who had retired within the past three years with $75,000… read more

Posted February 6th, 2017

Tax Reform and Charitable Giving

President Reagan signed the Tax Reform Act of 1986 with members of Congress and White House staff present on the south lawn (seen at left). Is another major change on the horizon, and how will it impact giving? More than 30 years have passed since the Tax Reform Act of 1986, and nearly 50 years… read more

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

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