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Posted June 1st, 2016

Higher Education Hits Highs in 2015

While the official national numbers of record have not yet been released, every early indication predicts that overall giving in America was up again for 2015. See also 2015 Charitable Giving Report at the end of this article. The Giving USA report for charitable giving in America should be available in a few weeks, but in the meantime another… read more

Posted June 1st, 2016

Charitable Gift Annuities – A Primer

Questions and Answers about a popular gift vehicle. In recent years, a growing number of charities have begun to offer charitable gift annuities as a component of their major and planned gift development programs. According to the most recent survey conducted by the American Council on Gift Annuities (ACGA), 20 percent of organizations issuing gift annuities had been doing so for… read more

Posted May 1st, 2016

How to Create a Professional Advisors Committee

A well-run Professional Advisors Committee can benefit the charitable organization. Here’s how and why you may wish to have one at your organization. Over the years, we have seen all sorts of Professional Advisors Committees (PACs) formed to support a variety of planned gift development efforts. Some have worked quite well while others have, in retrospect, been more effort… read more

Posted May 1st, 2016

How Long Will You Live?

Average life expectancies don’t tell the whole story when considering the length of one’s life. According to the National Center for Health Statistics, the average life expectancy in the United States is 78.8 years. While that is the average, the simple fact is that the older you are, the longer you are likely to live. Data compiled by the Social… read more

Posted May 1st, 2016

Examining the Role of Planned Gifts in Capital Campaigns

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 May, 2016 issue and part two appears in the June, 2016 issue. The article is available online below in its entirety. Estate commitments and other planned gifts have taken… read more

Posted May 1st, 2016

ACGA Confirms Rates

The American Council on Gift Annuities (ACGA) confirmed and extended existing recommended rates for all types of charitable gift annuities at its 32nd conference, April 6-8, 2016, in St. Louis. The organization celebrated its 89th year of promoting responsible philanthropy. Recommended rates are based on assumptions regarding life expectancy of annuitants, investment returns and estimated cost factors. Additional information on the ACGA rates may be found on the ACGA… read more

Posted April 1st, 2016

Giving to Colleges and Universities Reaches Record High

The Council for Aid to Education (CAE) recently released findings from their annual Voluntary Support of Education (VSE) survey. The report, which covers giving to higher educational institutions’ fiscal years, mainly from July 1, 2014 to June 30, 2015, indicated that giving to colleges and universities hit a record $40.3 billion. This is good news indeed as… read more

Posted April 1st, 2016

Gift Planning Tips From the Bard

April marks the 400th anniversary of the death of William Shakespeare. Though coined hundreds of years ago, many of the phrases and idioms we use today come directly from his writings. Here are a few lessons from the playwright that we may apply to gift planning. “Wisely and slow, they stumble that run fast.”—Romeo and Juliet In our… read more

Posted April 1st, 2016

Q&A: What Donor Communication Tools Are Best for Your Organization?

A Give & Take reader recently asked, “What would be a good educational piece to encourage donors to think about a broader range of giving options?” We asked Senior Consultant Aviva Shiff Boedecker to share her thoughts in response to this question. Boedecker: The Sharpe brochure “5 Ways to Make the Most of Your Gifts” and the booklet “Your Guide to Effective Giving in 2016”… read more

Posted April 1st, 2016

What Goldilocks Can Teach Us About Taxes and Giving

By Barlow Mann While people rarely make a charitable gift of a dollar just to save less than 40 cents, in most cases, as the result of a federal income tax charitable deduction, it is undeniable that many donors utilize and appreciate the deductions at tax time every year. Giving USA and IRS data indicate approximately 80 percent of the amount… read more

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