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Two recently released reports show that planned giving income continues to grow at a rapid rate. According to Giving USA, bequests grew to $15.6 billion, up more than 14% from 1998 figures. Bequests grew at double the rate of increase in lifetime giving from individuals, which saw 7% growth. Income from bequests was some 37% …Read More
Giving in financially turbulent times As stock markets fluctuate, unprecedented amounts of wealth continue to be created and lost on a daily basis. In this environment, many donors who are also investors June be unaware of special strategies that can help with their financial and gift planning, regardless of the direction the economy turns. If …Read More
One of the favorite topics of trade journals, convention planners, and others these days is “endowment development.” Like other jargon in our field, the term has become a codeword for any number of activities. For some, endowment development means the process of encouraging committed donors to make gifts for general or restricted purposes to be …Read More
At the 24th conference of the American Council on Gift Annuities held in April in St. Louis, it was announced that there would be no change in the recommended gift annuity rates at this time. The board of the Council met and determined that the current rates continue to be prudent in light of today’s …Read More
With the ups and downs that the stock market has experienced so far this year, one might expect some investors to be reconsidering their level of commitment to a market experiencing this kind of volatility. But news reports indicate that the roller coaster market has thus far not yet shaken the confidence level of most …Read More
Giving in financially turbulent times As stock markets fluctuate, unprecedented amounts of wealth continue to be created and lost on a daily basis. In this environment, many donors who are also investors may be unaware of special strategies that can help with their financial and gift planning, regardless of the direction the economy turns. If …Read More
In this month’s “Gift Planner Profile,” we talk with John Shafer, director of development at Wyoming Seminary in Pennsylvania. Having spent most of his life at the school— 12 years as a student and 25 years working as an alumni and development professional— Mr. Shafer shares his unique perspective on fund raising for an institution …Read More
Under federal tax law, an interest rate factor that can change on a monthly basis must be used when calculating the tax benefits of various types of gifts. This rate information is available from software vendors and financial publications such as The Wall Street Journal, and is sometimes referred to as the “Section 7520 Rate” …Read More
Most gift planners are aware that the number of older Americans is growing dramatically. There are currently more than 34 million Americans over age 65. In the next 20 years, over 70 million more people will turn 65, with that number including a large portion of the current donor base of America’s charitable organizations and …Read More
Looking for an overview of gift plans? If you are looking for one booklet that offers a concise, thumbnail sketch of each of the most popular gift planning options along with helpful examples, consider “Reflecting on Tomorrow.” This booklet is designed as a quick read for those who may have a general interest or who …Read More