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Addressing Older Donors’ Needs Leads to More Cost-Effective Fund Raising

Posted August 1st, 2001

After working in the field of nonprofit fund development for a number of years, Mark Walker believes that those who are successful in the area of planned gift development are those who “value the donor more than the donation.” According to Mr. Walker, senior representative for MAP (Medical Assistance Programs) International, this tenet is also …Read More

Planning Matters

Posted August 1st, 2001

In its annual Giving USA report, the American Association of Fund-Raising Counsel (AAFRC) Trust for Philanthropy released its estimates of charitable giving in 2000 in late May. Total giving was estimated at $203.45 billion, an increase of 6.6% over 1999’s estimate of $190.16 billion. Of special interest to gift planners, the report indicates that an …Read More

Making Sense of the Census

Posted August 1st, 2001

The 2000 Census and other U.S. Census Bureau studies contain a wealth of information of interest to gift, estate, and financial planners alike. Consider the following: U.S. population grew by over 13% to 281 million since the 1990 Census.  Every state’s population grew for the first time since the 1870s. The median age of Americans …Read More

Planning Matters

Posted July 1st, 2001

The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) made a number of significant changes in the way that estate and gift taxes are applied. Until the recent changes were enacted, federal tax law had, since 1976, approached gift and estate taxes on a ‘unified’ basis. This meant that the same rates of …Read More

What Gift Planners and Donors Are Saying About New Tax Law

Posted July 1st, 2001

With the Economic Growth and Tax Relief Reconciliation Act of 2001 now in effect, many are wondering just what impact this new tax law will have on charitable giving in America. Give & Take decided to ask a panel of experienced gift planners and board members/donors to share their thoughts on the tax law changes. …Read More

Gift Planner Enjoys International Scope of Work

Posted June 1st, 2001

In this month’s “Gift Planner Profile” we talk with Eric Schmelling, senior planned giving supervisor for The Rotary Foundation. As a fund development officer for an international organization, Mr. Schmelling shares a unique perspective on how planned giving is working for his organization both here in the United States and in countries around the world. …Read More

Planning Matters

Posted June 1st, 2001

In 1999 the IRS conducted the first of what will be annual studies of charitable remainder trusts (CRTs). The information, contained in the winter issue of Statistics of Income Bulletin, focused on data from the 1998 reporting year.  For 1998, a total of 85,060 information returns were filed by charitable remainder trusts. It should be …Read More

Back to Basics

Posted June 1st, 2001

The last several decades have brought tremendous changes and advances to society in general and to the field of gift planning in particular. As a newly minted planned giving officer in the 1970s, available computer resources at my university employer consisted of a UNIVAC Sigma Nine mainframe computer that performed its functions by punching and …Read More

Gift Planner Turned Financial Advisor Discusses Ultra-Wealthy

Posted May 1st, 2001

As an attorney, financial advisor, and former fund development executive, John Goodwin has spent most of his career helping people meet their personal and philanthropic goals. In this “Gift Planner Profile,” Mr. Goodwin shares his thoughts on the giving habits of the ultra-wealthy and how proposed estate tax changes may affect the giving of significant …Read More

Planning Matters

Posted May 1st, 2001

The economic turmoil in recent months has left many savers and investors shaken. As consumer confidence erodes, so has “contributor confidence” among some prospective major donors. Historically, the stock market and interest rates have moved in a counter-cyclical fashion — as interest rates fell the stock market often rose and vice versa.This general trend is …Read More

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