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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

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

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