by Tamara Lane-Wilson In the May issue of Give & Take, Tamara Lane-Wilson, a market development consultant based in Sharpe Group’s Washington, D.C. office, shared some of the best practices she developed during her years in estate administration at two national charities. This month, she shares some estate settlement “don’ts”—practices to avoid when handling bequests, …Read More

Consider suggesting one of these charitable remainder trusts to your donors as a way to accomplish personal and charitable goals simultaneously. 1. The Bridge to Retirement CRT: Use a term of years CRT to provide a donor with income and a tax deduction until he or she is required to take retirement plan distributions. 2. …Read More

by Barlow Mann   In March 2014, the IRS released its latest annual review of split-interest trusts for filing year 2012. The study chronicled a recent seven-year decline in the number of charitable remainder trusts (CRTs) between 2005 and 2012. Could it be that the recent decline in CRTs will be followed by a new …Read More

Karena Bierman is Director of Gift Planning at The Rotary Foundation in Evanston, Ill., the fundraising arm of Rotary International. During the past 110 years, Rotary has grown to become a major factor in both local and global initiatives to address critical issues affecting quality of life for millions. Give & Take: What led you …Read More