This month’s Gift Planner Profile features Jo Ann MacKenzie, Director of Planned and Special Gifts at Saint Mary’s College in South Bend, Indiana. An alumna of Saint Mary’s and a fundraiser for 15 years, Ms. MacKenzie recently received news of a very special gift in honor of a young woman who suffered life-altering injuries on …Read More
When a donor first approaches a charity about a potential gift, those in the charity’s development office may be tempted to view the gift solely from their own perspective. But a failure to consider the impact a large gift may have on other interested parties—such as the donor’s family, other potential heirs, or other offices …Read More
The Tax Reform Act of 1969 is now widely considered a cornerstone of fund-raising governance. This landmark legislation established specific guidelines for structuring charitable remainder trusts and other planned gifts in such a way as to qualify for income, capital gains, estate, and gift tax benefits. This guidance brought a welcome and necessary end to …Read More