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Archive for August, 2014

Perspectives on Planned Giving Marketing Trends

Posted August 1st, 2014

with Aviva Shiff Boedecker At the Northern California Planned Giving Council’s Annual Conference in May, Sharpe Group Senior Consultant Aviva Shiff Boedecker participated in a panel discussion on marketing trends in planned giving. The following is a summary of the questions the panel received along with her responses. Q: Are there any absolute “must dos” …Read More

U.S. Household Net Worth Reaches New Record High

Posted August 1st, 2014

Earlier this year, Give & Take reported that U.S. household net worth grew by 14 percent, or $9 trillion, in 2013. The good news continues in 2014. In its latest release, the Federal Reserve revealed that U.S. household net worth gained $1.5 trillion in the first quarter of 2014 to reach a new record high …Read More

Bequests Lead the Way in Growth as Charitable Giving Nears Record Levels

Posted August 1st, 2014

After peaking in 2007 at $349.5 billion (adjusted for inflation), charitable giving in America experienced a sharp decline in 2008 and 2009 during the Great Recession and financial crisis. Since then, a gradual recovery in giving has been underway. The recently released Giving USA 2014 report reveals that the giving recovery continued in 2013, with …Read More

And the Answer to the $64,000 Question Is . . .

Posted August 1st, 2014

By Barlow Mann Did you know that, according to the latest figures from the Internal Revenue Service, the average amount of a charitable gift of corporate stock is $63,779? Read on to learn more about the importance of noncash contributions from individuals—especially from older donors—each year. Stock gifts up 20 percent The most recent IRS …Read More

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