In the past, many planned giving marketing efforts exposed their entire constituency to the same message. In recent years, however, a growing number of program managers are better segmenting their constituency to target the right people with the right messages at the right times in their lives. Programs with many thousands of donors and a …Read More

An 80-year old donor informs you that she is considering a gift to your organization through either an 8% gift annuity or an 8% charitable remainder annuity trust (CRAT). Which gift plan is the better option? Offhand it is likely that you would pick the gift annuity, but there are a number of considerations that should …Read More

Recently, a number of studies have been released concerning the potential impact on charitable giving resulting from the impending estate tax cuts and repeal. How will your planned giving program be affected? Over the past several years, reports had predicted reductions of between 12% and 37% in gifts from estates, depending on economic assumptions. Based …Read More