Editor’s note: In this issue we introduce “Planning Matters,” a new monthly Give & Take column. This new column will feature a broad range of gift and estate planning topics, including ideas, developments, and tax issues that affect all those involved in charitable gift planning efforts. We trust you will find this and upcoming “Planning …Read More

Editor’s note: This is the final article in a series which began in June 1999 that has focused on a number of common myths regarding planned gift development. Previous articles are available in the Give & Take archives here on this site. A question we commonly hear is the following: “My management and board don’t …Read More