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Archive for October, 1999

In The News…

Posted October 1st, 1999

Examining America’s most generous Which Americans have given the most money to charity in their lifetimes? This is the question Worth magazine attempted to answer earlier this year in its April 1999 issue. And though several names we have heard in the news before such as Bill Gates and Ted Turner were listed among the …Read More

Taking Stock at Year-End

Posted October 1st, 1999

In recent months, discussions of tax reduction legislation and the Dow Jones Industrial Average continuing to hover at record levels have created unique gift opportunities for gift planners and donors. In May of this year, the Dow eclipsed the 10,000 mark and has risen even higher in recent months. With the dramatic increase in investment …Read More

Do ‘Planned Gifts’ Take a Long Time to Produce Funds?

Posted October 1st, 1999

Until the early 1970s, the term “planned giving” was rarely if ever used to describe gifts made as part of a donor’s estate and financial planning process. The expression “deferred giving” was the preferred term to describe the activities inherent in the process of encouraging such gifts. This was because for the most part “deferred …Read More

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