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In this “Gift Planner Profile,” we talk with Judith Pillon, director of gift planning at the University of California at Los Angeles. With 15 years of experience in the field of planned giving, Ms. Pillon shares her thoughts on the importance of bequests to a successful development program. Give & Take: Tell us a little …Read More
Sharpe Insights Articles
Archive for April, 2002
Bequests are the Foundation of a Good Program
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Posted April 1st, 2002
Planning Matters
Posted April 1st, 2002
Many donors and endowment managers would agree that the performance of the Dow Jones Industrial Average and the broader investment markets as well have been somewhat disappointing since the end of the meteoric increases of the 1990s. History has shown us that various fund-raising approaches are affected in different ways by changes in the economy. …Read More
Report May Indicate Another Record Year for Bequest Income
Posted April 1st, 2002
In March, the Council for Aid to Education (CAE), a subsidiary of the RAND Corporation, released a summary of its annual Voluntary Support of Education report. This report indicates that bequest income to reports colleges and universities in the year ended June 2001 amounted to a record $2.43 billion, an increase of 12% over 2000 …Read More