This month, nonprofit executive Mark Billingsley, director of major gifts and planned giving at Methodist Healthcare Foundation in Memphis, explains how he is putting his recent gift planning training to good use with his donors. Give & Take: What led you to a career in development? Billingsley: When I was in high school, we were …Read More

In response to last month’s article “IRA Gifts R.I.P?”, a number of questions arose concerning the viability of charitable gifts from IRA and possibly other retirement plan assets. This month’s article is devoted to answering some of these questions about gifts from retirement plans. Q: Are we precluded from accepting or encouraging gifts from retirement plans …Read More

For decades, Sharpe Group consultants have analyzed large numbers of clients’ decedent estate files to help identify factors that may influence the likelihood of a charitable bequest. Experience has shown that gender, marital status, wealth, personal values, and other factors can all affect the propensity to make charitable bequests. In addition to client data, Sharpe …Read More