Building future bequest income begins with informing long-term donors and other constituents about ways that they can remember their favorite organization(s) in their wills or other estate plans. Unless donors make even a basic plan, no charitable gifts will occur at their passing. As a result, one of the main purposes of mailings on wills …Read More

In last month’s Give & Take we reviewed Giving USA’s charitable giving estimates for last year, which totaled over $200 billion for the first time in history. Charitable bequests accounted for over $16 billion of the total—another record. This month we will examine a similar report covering charitable contributions to higher education for fiscal year …Read More

As summer turns to fall, many organizations focus attention on efforts aimed at maximizing gift income for the remainder of the calendar year. Lower tax rates in coming years and other factors may combine to make the fall of 2001 an especially attractive time for donors to complete charitable gifts. Just over the horizon, however, …Read More