With his strong work ethic and a passion for serving others, Malcolm Wernik has found over the years that gift planning may be his ideal profession. Currently president of the Presbyterian Homes of New Jersey Foundation, Mr. Wernik has over two decades of fund-raising experience. In this “Gift Planner Profile,” he shares his views on …Read More

Taxpayers who itemize deductions are required to keep records to substantiate any charitable gifts that are claimed as deductions for tax purposes. The type of record or acknowledgment depends on the nature of the gift involved. A cancelled check or other records that the donor keeps will generally serve to substantiate small contributions. The threshold …Read More

At its annual conference last month, the National Committee on Planned Giving released a study entitled “Planned Giving in the United States 2000.” Conducted by NFO Research, Inc., one of the country’s leading research firms, the study reveals preliminary findings about planned gift donors, including information about why they made their gifts, how they learned …Read More