Much has been written about how you may better serve donors’ needs throughout the gift planning process by determining the age and wealth level of constituents. With accurate age and wealth data at their disposal, fundraising professionals may be more successful at prescribing the right plan for the right individual at the right time in …Read More

When Leona Helmsley passed away in August, the national media had a field day at the departed “Queen of Mean’s” expense. Much ado was made over the fact that she disinherited two of her grandchildren and left two others less than she left her dog! About the only kind words came, remarkably, from Donald Trump, …Read More

Those who have been following the progress of the Pension Protection Act’s charitable IRA provisions have compared the situation to watching a baseball game when a batter hits an infield pop fly that should easily be caught.* This should become an easy out to end an inning, since there are several players in position to …Read More