In this month’s “Gift Planner Profile,” Give & Take talks with Anthony Martignetti, Esq, of St. John’s University in New York. A graduate of Carnegie Mellon University, Mr. Martignetti earned his law degree from Temple University in Philadelphia. After practicing law in New York for several years, he served as the first Director of Planned …Read More

As interest rates have fallen, many persons have enjoyed the benefits of lower mortgage, automobile financing, and other loan rates. Meanwhile, others have watched with dismay as their income from bank accounts, bonds, and other interest-sensitive investments continues to fall. This Catch-22 has affected many popular planned gifts as well. As the IRS discount rate …Read More

Soon after the events of September 11 last year, America ’s nonprofit community began hearing mixed messages. On the plus side, it was estimated that over two-thirds of U.S. households opened their wallets and gave more than $2.2 billion to relief efforts. Millions of donors were connecting with nonprofits—some for the first time. Some observers …Read More