It’s human nature. Just as one may order the same dish at his or her favorite restaurant, many donors tend to give to their favorite charities year after year. Why? Let’s take a closer look at the restaurant analogy. You most likely go to your favorite local restaurant because it is close to your home, …Read More

In recent months interest rates have dropped to levels not seen in recent years. Some interest rates are approaching the lowest level in 40 years, with the discount rate for planned gifts completed in November dropping to an unprecedented 5%. Many gift planners are familiar with the general effect of lower interest rates on the …Read More

The final weeks of the year normally prove to be among the most critical time periods for nonprofit organizations and institutions. The fall months have traditionally been a time when a large percentage of the year’s contributions are received. This year, however, the events of September 11, combined with ongoing investment market fluctuations, present an …Read More