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Archive for April, 2004

Getting Personal About Wealth

Posted April 1st, 2004

According to a 2003 study by the Internal Revenue Service, there were more than 6.5 million “top wealth holders” in the United States in 1998. To qualify for this select group an individual needed to have gross assets of at least $625,000, the threshold at which fed­eral estate and gift taxes applied in that year. …Read More

Planning Matters

Posted April 1st, 2004

Trusts are among the most popular estate plan­ning tools. Charitable remainder trusts, chari­table lead trusts, and living trusts give donors much-wanted flexibility as they determine how best to fulfill their desires to give to their favor­ite nonprofits. Too often, however, both donors and devel­opment officers use the word “trust” as a catch­all term without having …Read More

The Changing Face of America’s Donors

Posted April 1st, 2004

Over the past few years, much has been written about the gradual aging of the U.S. population and the inevi­table impact on housing, health care, travel and leisure, and many other industries. The most forward-looking nonprofits in America have also become increasingly aware that changes in the age distribution of donors will increasingly affect the …Read More

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