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Archive for September, 2008

Grief and the Gift Planner

Posted September 1st, 2008

We expect that people in certain professions will deal with human mortality on a regular basis—doctors and health care professionals, hospice volunteers, clergy, etc. However, when you tell someone you’ve just met that you work in fund development, their first thoughts of your job probably do not include images of visiting donors in hospitals, or …Read More

Draw, Hold, or Call?

Posted September 1st, 2008

Next to cash, publicly traded securities are the most commonly used asset for funding charitable gift annuities. Usually the donor is the payment recipient, and any capital gains tax is bypassed at the time the annuity is funded. Then a portion of the payments will be taxed at favorable capital gains tax rates over the …Read More

Year-end Appeals Boost Funding and Strengthen Connection to Donors

Posted September 1st, 2008

When Ruth Messick, Executive Director of Berger Health Foundation in Ohio, mails her fall appeal this year, it will not be the first time she has informed her donors about the benefits of giving before the end of the year. Why is she such a believer in the year-end mailing, and what can you learn …Read More

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