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Archive for September, 2007

Making a List and Checking It Twice

Posted September 1st, 2007

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

A Rose by Any Other Name

Posted September 1st, 2007

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

Meeting Multiple Goals Through a Charitable Trust

Posted September 1st, 2007

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

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