In response to the pressure many fundraisers are under to acquire new donors, much has been communicated about the need to introduce charitable gift planning concepts—including bequests—to baby boomers and others as young as their 40s. While donors of all ages should be encouraged to include bequests as part of their long-range estate plans, we …Read More

It is common for charitable organizations and institutions that rely on charitable gifts for a substantial portion of their funding to have guidelines in place regarding the types of gifts that will be accepted—and for what purposes they may be restricted. But in order for such policies to be effective, they must be appropriate for …Read More