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Archive for April, 2006

New Planned Giving Survey Released

Posted April 1st, 2006

It has been six years since the National Committee on Planned Giving (NCPG) released its last national survey of planned giving donors in 2000. That survey contained a wealth of information about the motivations and characteristics of these special donors. A new regional survey conducted by the Toledo Area Planned Giving Council provides additional insights …Read More

Enron, Worldcom, and You

Posted April 1st, 2006

In recent months, the legal proceedings surrounding the collapses of Enron and WorldCom have once again been in the news as trials are underway for former executives charged in connection with past dealings. While these cases serve as a chilling reminder of the excesses and scandals associated with corporate America, what relevance might they have …Read More

Dos and Don’ts of Detecting Diminished Capacity

Posted April 1st, 2006

For those in the gift planning field, working with older individuals just comes with the territory, and helping older donors plan their charitable gifts is all in a day’s work. At times, however, gift planners may find it necessary to determine whether a donor is mentally capable of completing a gift that involves the irrevocable …Read More

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