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Archive for April, 2003

Gift Planner Shares Unique Perspective

Posted April 1st, 2003

Bob Turner has served as Director of Planned Giving at Seattle University for nine years. Prior to his current position, Mr. Turner gained experience at a variety of institutions, including healthcare, educational, and religious organizations. In this month’s Gift Planner Profile, Bob shares with Give & Take the insights he has gained over his long …Read More

Integrating Gift Planning in Broader Communications

Posted April 1st, 2003

Editor’s note: Sally Heinz was employed by the Sharpe company from 1988 to 1994, during which time she served in a number of capacities including editor, director of marketing, and director of national accounts. In 1994 she became director of alumni affairs at Rhodes College. Sally, a Phi Beta Kappa graduate of Rhodes, worked to …Read More

Revisiting the Wealth Transfer

Posted April 1st, 2003

In 1999, near the peak of the economic growth of the 1990s, Boston College released a study projecting an intergenerational estate transfer of at least $41 trillion, a figure four times as large as amounts previously projected by economists at Cornell University. In “Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and …Read More

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