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Archive for September, 2010

Not-So-Brilliant Deductions

Posted September 1st, 2010

In recent weeks an increasing number of commentaries have appeared in the financial press and publications for fundraisers suggesting that donors should delay their gifts until next year when tax rates may be higher—and charitable income tax deductions could save more. At first blush, this may seem like good advice. After all, the mathematical formulas …Read More

The Life Cycle of a Typical Bequest Donor

Posted September 1st, 2010

It is a well-established fact that the majority of adults have not taken steps to draft even the most basic last will and testament. A number of factors, including wealth, education, religion, age, and marital status, can help determine whether or not an individual is likely to have a will or other estate plan in …Read More

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