901.680.5300 
Onassis Lead Trust “Unfunded” The widely discussed and publicized Jacqueline Onassis lead trust is in the news again. According to published reports in late December, the Onassis heirs, exercising a little-known option accorded them in Mrs. Onassis’ will, have reportedly decided not to fund the lead trust. In a story distributed by The New York …Read More
Give & Take Articles
Archive for January, 1997
Alum Returns, Launches Planned Giving Efforts
Boys’ Home in Covington, Virginia, has been serving the mountain people of Allegheny County since 1906. Today, the long-term child care facility provides an environment that nurtures each young man’s spiritual, mental, physical, and social potential. Affiliated with the Episcopal Church, Boys’ Home serves approximately 70 boys in residence each year. Through a wide range …Read More
Where There’s a Will There’s a Way… or is There?
For the majority of major gift planning programs — whether well established and sophisticated or relatively new and looking for the right mix of efforts — simple bequests through wills rank as the number one source of new gift expectancies and maturities. This is not news to institutions and organizations who continue to include bequest …Read More
The Vital Importance of Discovering Bequest Expectancies
Most development executives today are aware of the importance of encouraging their constituencies to include their organization or institution in their wills or other long-range estate and financial plans. Not so obvious, but perhaps of equal importance, is the need to discover those who have already made or are considering making plans that include charitable …Read More