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Archive for May, 2008

Tax Rebates and Giving – A Window of Opportunity

Posted May 1st, 2008

This month approximately 130 million people will begin receiving tax rebates totaling over $100 billion from the IRS as part of the economic stimulus package that was signed into law this February. The rebates will continue to be received throughout the spring and summer. While most of these funds will be used for other purposes, …Read More

ACGA Lowers Gift Annuity Rates

Posted May 1st, 2008

At the 28th Conference on Gift Annuities held in April in Chicago, the American Council on Gift Annuities (ACGA) released new recommended gift annuity payment rates. The new rates, a comparison to existing rates, and the difference for persons age 60 and older are shown in the chart below and take effect July 1, 2008. …Read More

Is Eighty the New Seventy?

Posted May 1st, 2008

In recent months, we have observed a disturbing trend with the potential to negatively impact the overall fund-raising results of organizations seeking to encourage bequests and other planned gifts. One commentator after another has pronounced that “age doesn’t matter” when it comes to encouraging bequests and certain other types of planned gifts. The message typically …Read More

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