The most recent issue of the Internal Revenue Service’s “Statistics of Income” Bulletin, published this summer, offers revealing insights about the estates of wealthy decedents, including those whose estates contained charitable provisions. The IRS study analyzed an estimated 36,706 estate tax returns with total assets of $2 million or more, which was the filing threshold …Read More

Thoughtful planning maximizes the impact of fund development communications. Does it matter what time of year your communications on bequests and other planned gifts are sent? Should you have a regular schedule of periodic communications or is once in a while enough? These and other questions related to timing are important and deserve close attention. …Read More

The end of one year and the beginning of another is always a significant season for those engaged in nonprofit fund development activities. Tax law changes scheduled to take place at the end of 2012 and other factors give us all the more reason to check our “to-do” lists as we usher in this new …Read More

There has been much discussion in recent months about the uncertainty facing those engaged in fundraising and other economic activities. Surprisingly, as we enter the final weeks of 2011 and look to 2012, we may actually enjoy a brief “window of certainty” where gifts of larger amounts are concerned. Why? Because a number of favorable …Read More