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Archive for January, 2003

Accepting Success

Posted January 1st, 2003

Most charitable organizations and institutions that rely on charitable gifts for a substantial portion of their funding have guidelines in place for what types of donations will be accepted—and then for what purposes they may be restricted. But in order for such policies to be effective, they must be appropriate to both the particular organization …Read More

Planning Matters

Posted January 1st, 2003

New Year’s resolutions are a time-honored tradition. Unfortunately, it is also a time-honored tradition to abandon resolutions soon after the new year begins! But why are some people able to keep their resolutions when most of us are not? As a general rule, those who are successful have not only a goal but also a …Read More

A World of Difference?

Posted January 1st, 2003

Despite limited tax incentives and relatively unsophisticated marketing efforts, large sums are being given worldwide to charitable institutions via bequests and other gift planning arrangements. In Holland, for example, a leading healthcare organization raised the equivalent of $62 million in a recent year from bequests out of a total of $128 million in private contributions. …Read More

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