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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

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

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