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Archive for November, 1997

Gifts to Universities: To Be or Not to Be?

Posted November 1st, 1997

Two gifts to educational institutions have made the headlines recently. Both could benefit students for generations, but one gift may spend years tied up in litigation. The University of Mississippi received $60 million, the largest endowment in the school’s history, to establish an international studies institute. The gift will be funded by the interest from …Read More

Maneuvering the Maze of Gift Annuity Registration

Posted November 1st, 1997

Gift annuity registration. A frequent topic of debate in your Monday morning staff meeting and around the lunch table at local gatherings of fund raisers. Does our state regulate gift annuities? Do we need to register if we only have a few annuities? Why must we register in other states besides our own? Is the …Read More

Adapt to Changing Circumstances for Success in 1998

Posted November 1st, 1997

When looking toward 1998, we see a period of rapid change and transition such as we have not seen since the early 1970s and mid-1980s. Many of the basic rules and assumptions that have driven charitable gift planning for decades are beginning to change. Powerful economic and demographic forces continue to alter the landscape of …Read More

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