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The latest on the Texas lawsuit Interest in the Texas lawsuit regarding gift annuities, once the hot topic of conversation in gift planning circles, may have subsided, but the case continues. On December 8, 1997, the United States Supreme Court remanded an unfavorable judgment to the Fifth Circuit Court of Appeals. The Supreme Court directed …Read More
Sharpe Give & Take Articles
Archive for March, 1998
Brush Up on IRS Substantiation Rules
Posted March 1st, 1998
As April 15 approaches, we find charitable organizations providing many of their donors with receipts for the gifts they have made. This sounds like a simple task, but sometimes it can be a confusing process. In 1993, Congress enacted new gift substantiation rules for donations of $250 or more, but many questions about them still …Read More
Revamped Newsletter, Mailing List Improve Response
Posted March 1st, 1998
After two and a half years as national vice president, development division for the American Diabetes Association (ADA), Vaneeda Bennett is pleased with the results from their revamped planned and major gift development effort. When Ms. Bennett came to ADA, she initiated the plan to merge the planned giving functions of the national office with …Read More