Sterling Kerr, Ph.D., Director of Gift Planning for the AARP Andrus Foundation in Washington, D.C., has recently enjoyed significant success with gifts of real estate. In this month’s “Gift Planner Profile,” Mr. Kerr shares with Give & Take some of the strategies, tips, and techniques that have helped the AARP Andrus Foundation thrive in times …Read More

The stock market boom of the 1990s led to a surge in gifts of appreciated stock. In fact, in recent years “gifts of appreciated property” have seemed synonymous with “gifts of appreciated stock,” particularly for gift planners that entered the field during that time period. The recent downturn in stock market indexes has left many …Read More

Recently much attention has been paid to the tremendous amount of wealth that has been lost as equity markets have declined over the past three years. The values of stocks that had been considered “growth” stocks throughout the 1990s have fallen the most. Certain sectors of the economy, such as high tech and telecommunications concerns, …Read More