The steps that you take between now and December 31, 2007 may mean the difference between an average year and an exceptional one. Have you put a year-end strategy in writing? If not, the following check list may help you prepare one. If you already have a plan, this list may be useful as you …Read More

by Robert F. Sharpe, Jr. Editor’s note: The following article is adapted from an article first published by Mr. Sharpe in the June 1987 issue of Give & Take. We hope you will find it just as thought-provoking today. What do director of development, vice president for development, director of major gifts, director of annual …Read More

Suppose you have a donor who wants to use an asset to accomplish what at first glance may seem to be conflicting goals—pay off some debts, but also receive a lifetime income, and make gifts in her mother’s name to institutions that were special to her. How would you proceed? For Ron Heath, vice president …Read More