Most charitable organizations and institutions that rely on charitable gifts for a substantial portion of their funding have guidelines in place for what types of donations will be accepted—and then for what purposes they may be restricted. But in order for such policies to be effective, they must be appropriate for both the particular organization …Read More

Life insurance policies are one of the most widely owned yet least utilized assets in charitable gift planning. This is in part due to the fact that some gift planners are reluctant to promote gifts of life insurance after having a bad experience in the past with charitable life insurance programs that promised to raise …Read More

Although 2004 is now behind us, the impact of a variety of economic, demographic, tax, and regulatory factors that affected gift planners in 2004 will continue to be felt this year. For this and other reasons, reviewing some of the events and issues that affected gift planning in 2004 may help set the stage for …Read More