Mother’s Day, Father’s Day, Memorial Day and a number of upcoming religious holidays mark the beginning of the memorial giving season. The months ahead offer the perfect time for gift planners to promote the memorial concept to their constituents. The desire to create a lasting tribute to a loved one is one of the most …Read More

Contrary to several reports, the Special Provision of the Pension Protection Act of 2006 that provided for limited charitable transfers from traditional and Roth IRAs was allowed to expire on Dec. 31, 2011. The provision had been extended several times and may be reenacted or modified again at some time in the future. Opportunities for …Read More

by Robert F. Sharpe Jr. A board member for a client asked me recently why the term “development” is often used to describe fundraising activities. I realized I had never seriously thought about it. Like many others, I had routinely used the term as a synonym for fundraising. Thousands of people in the U.S. have …Read More