In recent weeks we have received a number of questions about the correct use of income tax rates in examples in publications intended for use this year. While there were rate reductions for 2001 beginning July 1, they were not effective from that point forward. In other words, if a taxpayer was in the 28% …Read More

After working in the field of nonprofit fund development for a number of years, Mark Walker believes that those who are successful in the area of planned gift development are those who “value the donor more than the donation.” According to Mr. Walker, senior representative for MAP (Medical Assistance Programs) International, this tenet is also …Read More

In its annual Giving USA report, the American Association of Fund-Raising Counsel (AAFRC) Trust for Philanthropy released its estimates of charitable giving in 2000 in late May. Total giving was estimated at $203.45 billion, an increase of 6.6% over 1999’s estimate of $190.16 billion. Of special interest to gift planners, the report indicates that an …Read More

The 2000 Census and other U.S. Census Bureau studies contain a wealth of information of interest to gift, estate, and financial planners alike. Consider the following: U.S. population grew by over 13% to 281 million since the 1990 Census.  Every state’s population grew for the first time since the 1870s. The median age of Americans …Read More