While most fundraisers are aware of the importance of the last few months of the calendar year to their fundraising efforts, they may not have considered how critical the fiscal year-end can be to their fundraising programs. The success or failure of one’s efforts is ultimately evaluated on the fiscal year-end rather than the calendar …Read More

Over the years, many donors have enjoyed the satisfaction of establishing a gift annuity or charitable remainder trust with highly appreciated, low-yielding securities. More often than not, publicly traded stocks, real estate, and/or cash have been used to fund such gifts. Today’s economic environment can still be very attractive for life income gifts and may …Read More

Gifts of appreciated securities and other assets have been a mainstay of many development programs. During the boom times of the 1990s, significant gifts were often made from the portfolios of those who had benefited from markets that could only seem to go up. The message to donors was simple—give appreciated assets. Why? To make …Read More