I have learned that donors are very selfless. When people are thinking about a planned gift, they are looking back at where they’ve come from and what they are going to leave behind once they’re gone. They’re at a stage in their lives where a lot of their worries are over—they’ve raised their children, they’ve …Read More

Experienced development professionals will occasionally encounter wealthy donors whose first priority is not to make their children financially independent in their younger years. In many cases, such persons are entrepreneurs who have accumulated significant wealth during their lifetime. In fact, as many as 80% of millionaires have created their wealth from their own endeavors and …Read More

The estate tax phaseout process, which in 2002 began to reduce the number of individuals impacted by the estate tax, is scheduled to continue through 2010. At that time, the estate tax is due to be repealed, and it will be left up to Congress to decide whether that repeal is made permanent. With the …Read More