This month, Give & Take talks with Margaret Holman, President and Founder of Holman Consulting in New York, and long-time presenter in Sharpe’s popular seminar “An Introduction to Planned Giving.” Give & Take: How did you get started in gift planning? Holman: I had worked at a variety of nonprofit organizations in New York City, …Read More

The Pension Protection Act of 2006 (PPA) included special provisions allowing certain persons to make direct transfers from Individual Retirement Accounts (IRAs) to charitable organizations. The law limited the transfers to those over age 70½ with traditional or Roth IRAs. The maximum that could be distributed per individual per year was $100,000. Theoretically, couples with …Read More

We sometimes hear from nonprofit managers that they do not believe it is important to actively encourage charitable bequests because, “everyone knows you can’t influence a bequest; they just come in on their own.” These organizations choose to rely on bequests that come in “over the transom.” I used this phrase recently in a presentation …Read More