Most development officers are aware of the well-established link between income and charitable giving. But finding reliable information about trends in income can often pose a challenge, even for experienced fundraisers. Luckily, the Internal Revenue Service provides a store of accurate and timely information about the wealth and income of America’s taxpayers. A recent article …Read More

Understanding IRAs As most of those in the fund-raising world know, Individual Retirement Accounts have evolved since their creation in the 1970s from limited use among a handful of relatively high income Americans to one of today’s primary vehicles for building economic security in retirement years. Over the years, eligibility for tax-favored retirement plans has …Read More

In early April, the National Committee on Planned Giving (NCPG) released its “Valuation Standards for Charitable Planned Gifts.” The suggested standards represent the culmination of over three years of work by a twenty-person task force representing both the charitable community and financial services providers whose work includes determining the value of planned gifts. The standards …Read More