In this month’s “Gift Planner Profile” we talk with Eric Schmelling, senior planned giving supervisor for The Rotary Foundation. As a fund development officer for an international organization, Mr. Schmelling shares a unique perspective on how planned giving is working for his organization both here in the United States and in countries around the world. …Read More

In 1999 the IRS conducted the first of what will be annual studies of charitable remainder trusts (CRTs). The information, contained in the winter issue of Statistics of Income Bulletin, focused on data from the 1998 reporting year.  For 1998, a total of 85,060 information returns were filed by charitable remainder trusts. It should be …Read More

The last several decades have brought tremendous changes and advances to society in general and to the field of gift planning in particular. As a newly minted planned giving officer in the 1970s, available computer resources at my university employer consisted of a UNIVAC Sigma Nine mainframe computer that performed its functions by punching and …Read More