A number of factors can affect which gift plans a donor finds most appealing, including the type of assets the donor owns. This article will examine some of the gift planning considerations for donors whose assets include marketable securities. Gifts of securities typically make up a sizeable portion of all charitable gifts each year. In …Read More

Good gift planning considers all of a donor’s concerns. In this article, Barlow Mann explores the factors that may influence whether and how people at different phases of life choose to give. As pointed out in the article on Page 1, donors will often indicate a desire to give that is being thwarted by one …Read More

Last in a five-part series about factors that can affect response to mailings on gift planning topics. Over the past few months we’ve been exploring the significance of responses received from planned gift marketing initiatives. Last month, we focused on what you send in relation to the response you receive. In Part 5, we are …Read More

Early in my career I discovered that many people who declined to make a gift when asked really wished that they could say “yes” instead of “no.” Sometimes, of course, the person really did mean “no,” but I found just as frequently that prospective donors truly wished to make the gift but some particular concern, …Read More