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Archive for October, 2016

The Estate Tax Turns 100

Posted October 6th, 2016

A look at the federal estate tax on the acknowledgment of its 100th anniversary and its impact on American life. The “modern” federal estate tax, instituted in 1916, is turning 100 this year. Three years after the 13th Amendment established our national income tax, Congress passed the Revenue Act of 1916, which levied a federal estate tax to raise money for …Read More

Claim Against a Donor’s Estate Creates Media Frenzy

Posted October 6th, 2016

by Barlow Mann How one university’s pursuit of a promised gift gained media attention and raised concerns about how to handle deceased donors’ outstanding pledges. A recent claim filed against the estate of a donor to a major university to collect millions of dollars in outstanding pledges created a media firestorm that was covered by the Wall Street Journal, Bloomberg, Fortune, The Chronicle of Philanthropy …Read More

Why Year-End Is the Most Generous Time of the Year

Posted October 6th, 2016

It’s no secret many charitable organizations receive a large percentage of their gifts in the final quarter of the year, with the most gifts arriving between Thanksgiving and December 31. But simply knowing year-end is a popular time to give is not enough to ensure your organization receives its share. Understanding how and why people choose to give at this time can …Read More

The Emergence of Blended Gifts: Are Boomers Finally Booming?

Posted October 6th, 2016

by Robert F. Sharpe, Jr. Note: In the print version of Give & Take, this story is running in two parts. Part one was featured in the October, 2016 issue, and part two appears in the November, 2016 issue as “How Blended Gifts Can Lead to Larger Gifts.” The article is available online below in its …Read More

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