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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

Posted August 10th, 2016

The Importance of Planned Gift Recognition Societies

Is your organization honoring those who have committed to an ultimate gift? Those who inform you of their gift commitments are a very special group. They have set themselves apart and are demonstrating to you that they want to be recognized for their gifts during their lifetime. This increased level of dedication may be the reason why studies have… read more

Posted July 5th, 2016

Age Around the World

While the United States has more people over the age of 100 than any other country in the world, it does not have the oldest population. In fact, a number of other developed nations have “older” populations, including many European countries. But it may be instructive to examine Japan for some clues about what increased longevity and an aging population may… read more

Posted July 5th, 2016

2015 Marked a Record Year for Philanthropy

By Barlow Mann A look at what Giving USA 2016: The Annual Report on Philanthropy for the Year 2015 means for nonprofits. According to the recently released Giving USA 2016: The Annual Report on Philanthropy for the Year 2015, estimated charitable contributions reached a new high of $373 billion. The Annual Report on Philanthropy reports charitable gifts from individuals, estates, foundations and corporations. Whether measured in… read more

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