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Archive for August, 2012

Four Back-to-Basics Rules for Success

Posted August 1st, 2012

Despite tremendous changes and advances over the last several decades, it seems the more things change, the more things stay the same. This is particularly true in the area of planned and major gift development. As a result, much may be gained by looking to the past as you consider your gift development plans. Consider …Read More

What to Do When the Donor Dies—Collecting Gifts from Retirement Plans, Insurance, Pay-on-death Accounts and Life Income Arrangements

Posted August 1st, 2012

In the fifth part of this series, Sharpe Senior Consultant Aviva Shiff Boedecker discusses the ins and outs of gifts received at death from sources other than bequests—and what to do when things don’t go smoothly. An important advantage of gifts of the remainders of retirement plans and pay-on-death (POD) accounts, and death benefits of …Read More

Must Bequest Notifications Mean the End of Current Gifts

Posted August 1st, 2012

Certain questions have tended to recur with regularity in our work with clients over the years. One we hear frequently involves concerns by development officers that donors will reduce or stop their current giving once they notify an organization of a bequest commitment, or make a gift in the form of a gift annuity or …Read More

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