When a donor first approaches a charity about a potential gift, those in the development office may be tempted to view the gift solely from their own perspective. But a failure to consider the impact a large gift may have on other interested parties—such as the donor’s family, other potential heirs, or others within the …Read More

A common misconception that sometimes leads to poor performance in gift planning programs is the belief that most large planned gifts are made by people of great wealth. Although stories abound of six- and seven-figure bequests coming from the estates of persons who had made very modest, even tiny, gifts during life, these cases are …Read More

It seems like just yesterday that January 1, 2000, was upon us. The stock market was at record levels, optimism for the new millennium abounded, and many were planning for a continuation of the booming economy of the 1990s. As we look to 2006, much has changed, and these changes will continue to have a …Read More