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Archive for February, 2004

Philanthropic Giving Index Reveals Surge in Confidence

Posted February 1st, 2004

The Center on Philanthropy at Indiana University’s recently released Philanthropic Giving Index (PGI) holds good news for gift planners. After the PGI re­ported a five-year low in fund-raising confidence this summer, the December 2003 report contains the greatest six-month increase in the PGI’s history and the greatest 12-month increase since December 2002. See the Center …Read More

Planning Matters

Posted February 1st, 2004

The Internal Revenue Service recently pro­posed new regulations for the ordering of income and other distributions from charitable remainder trusts. These regulations reflect changes made to various tax rates as a result of the 2001 and 2003 Tax Acts, including the rates that apply to capital gains and most divi­dends. A public hearing is scheduled …Read More

Are Your Plans Being Deferred?

Posted February 1st, 2004

We have observed in recent months that some gift planners have postponed implementing various compo­nents of their gift planning marketing initiatives while they continue to wait for the passage of the CARE Act. Unfortunately for the nonprofits they represent, inactiv­ity may have led to a number of lost gift opportunities. Time and again In some …Read More

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