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Archive for February, 2017

Consultant’s Corner: Who Has an IRA?

Posted February 6th, 2017

By John Jensen A recent study by the American College of Financial Services tells us that 62 percent of retirees roll their 401(k) or 403(b) funds over into an IRA when they retire. Conducted in December 2015, the study looked at 1,000 adults age 60+ who had retired within the past three years with $75,000 …Read More

Tax Reform and Charitable Giving

Posted February 6th, 2017

President Reagan signed the Tax Reform Act of 1986 with members of Congress and White House staff present on the south lawn (seen at left). Is another major change on the horizon, and how will it impact giving? More than 30 years have passed since the Tax Reform Act of 1986, and nearly 50 years …Read More

100 Years of Government-Encouraged Philanthropy

Posted February 6th, 2017

In 1917, to finance the last push to end WWI, the U.S. Congress increased the federal income tax by passing the War Revenue Act of 1917. This legislation also introduced the charitable deduction to the American tax system. Knowing that people tend to give to charitable interests from their discretionary income (which remains true today), …Read More

Are You Near, Dear and Clear?

Posted February 6th, 2017

by Barlow Mann Motivation is a critical element in the charitable giving process. What can you do to develop loyal and motivated donors? Most people have a favorite restaurant they frequent time and time again. Similarly, many donors tend to give to the same charities year after year. What creates this type of loyalty? Let’s …Read More

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