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Archive for January, 2017

Dos and Don’ts of Detecting Diminished Capacity

Posted January 11th, 2017

For those in the gift planning field, working with older individuals comes with the territory, and helping older donors plan their charitable gifts is all in a day’s work. Given the aging of America and the donor constituencies of many organizations (see “Introducing the ‘Gerontrophilanthroplutocracy’”), those working with older donors need to be particularly sensitive …Read More

Help Your Charitable IRA Donors Report Their Gifts

Posted January 11th, 2017

Updated July 18, 2018 for new tax form.  Now that the provision allowing qualified charitable distributions up to $100,000 per year from an IRA is permanent, donors, gift planners and other advisors need to ensure everyone involved in an IRA gift understands the tax reporting requirements that apply to gifts of this nature. Can you …Read More

Introducing the “Gerontrophilanthroplutocracy”

Posted January 11th, 2017

By Robert F. Sharpe, Jr. Age and wealth matter in fundraising. Early last year, I introduced the term “Gerontrophilanthroplutocracy” at a number of gatherings of development professionals. The purpose of this term was to grab the attention of the attendees and open a discussion of ongoing major shifts in the philanthropic landscape, from demographic shifts …Read More

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