In this month’s “Gift Planner Profile” Give & Take talks with Valerie Kuramoto, assistant vice president for development at Mary Washington College in Fredericksburg, Virginia. Ms. Kuramoto, formerly in annual fund and campaign development at Cornell, discusses why she moved into planned giving and how she has enhanced the planned giving program at Mary Washington. …Read More

In the 1970s and ’80s, charities had a pretty clear picture of the “The Face of America’s Elderly.” The typical planned giving prospect was a member of the Depression era and could be approached as such. Those persons born during the first decades of the last century were deeply affected by the economic and social …Read More

Over the years, we have worked with many people who were new to the process of charitable gift planning. As they begin, the issues related to types of properties donors can give, the tax consequences of gifts, and the economics of structuring gifts can seem overwhelming. Add to this the multitude of motivations that underlie …Read More