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Posted November 3rd, 2016

PPP Name Change Adopted at Annual Meeting

Partnership for Philanthropic Planning has made it official. As of October 2016, its new name is National Association of Charitable Gift Planners (CGP). After an online election in May 2016, the overwhelming majority of PPP councils approved the change. In an online letter to its members, president and CEO Michael Kenyon explained that the new… read more

Posted October 6th, 2016

The Estate Tax Turns 100

A look at the federal estate tax on the acknowledgment of its 100th anniversary and its impact on American life. The “modern” federal estate tax, instituted in 1916, is turning 100 this year. Three years after the 13th Amendment established our national income tax, Congress passed the Revenue Act of 1916, which levied a federal estate tax to raise money for… read more

Posted October 6th, 2016

Claim Against a Donor’s Estate Creates Media Frenzy

by Barlow Mann How one university’s pursuit of a promised gift gained media attention and raised concerns about how to handle deceased donors’ outstanding pledges. A recent claim filed against the estate of a donor to a major university to collect millions of dollars in outstanding pledges created a media firestorm that was covered by the Wall Street Journal, Bloomberg, Fortune, The Chronicle of Philanthropy… read more

Posted October 6th, 2016

Why Year-End Is the Most Generous Time of the Year

It’s no secret many charitable organizations receive a large percentage of their gifts in the final quarter of the year, with the most gifts arriving between Thanksgiving and December 31. But simply knowing year-end is a popular time to give is not enough to ensure your organization receives its share. Understanding how and why people choose to give at this time can… read more

Posted October 6th, 2016

The Emergence of Blended Gifts: Are Boomers Finally Booming?

by Robert F. Sharpe, Jr. Note: In the print version of Give & Take, this story is running in two parts. Part one was featured in the October, 2016 issue, and part two appears in the November, 2016 issue as “How Blended Gifts Can Lead to Larger Gifts.” The article is available online below in its… read more

Posted September 6th, 2016

POD, Totten Trusts, ITF: Making Charities Beneficiaries of Donor Savings Accounts

by John Jensen Confusion can result when one gift vehicle has many names. Imagine this: An elderly donor decides to name your organization as the beneficiary of her savings account through a POD (Payable on Death) designation. She contacts her bank manager to arrange the gift, only to be told that her bank doesn’t offer POD accounts. The donor,… read more

Posted September 6th, 2016

In the Market for Gifts of Stock

by Barlow Mann In spite of a global economic slowdown, Brexit, terrorist attacks at home and abroad, a contentious presidential race and a general atmosphere of uncertainty, the U.S. stock markets reached new highs in August. The Dow, NASDAQ and the S&P 500 set new records this summer. Before July, the last time the Dow hit a… read more

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

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