Falling discount rates may spell opportunity for gift planners The applicable federal mid-term rate (AFMR) used to calculate certain charitable gifts has been steadily declining over the past year. The November and December 1998 AFMR of 5.4% marks the all-time low since the floating rates took effect in 1989 and is now lower than the …Read More

The “Gift Planner Profile” has been a popular segment in Give & Take over the years. In this our inaugural issue of 1999 we bring you an interview with Mary Tambiah, director of gift and estate planning at Boston University. Give & Take: What led you to choose the field of philanthropy as a career? …Read More

As we begin 1999, which is both the last year of a century and a millennium, the world around us is changing–and these changes will undoubtedly have a tremendous impact on the way we pursue planned gift and other development efforts. While there are any number of important actions you might consider now to help …Read More