With stock market indices reaching record highs in 2017, ironically some donors may feel somewhat insecure and could benefit from considering ways to “give out of the market.” What a difference 10 years can make. In 2007, the real estate and stock markets were booming and the Dow Jones Industrial Average peaked at over 14,000. …Read More

A successful gift planning program requires a knowledge of the age profile of donors, enabling an organization to reach the right people with the right messages at the right time. Because those who are more likely to make the ultimate gift of a lifetime are generally among the oldest in your donor database, it’s beneficial …Read More

by Robert F. Sharpe, Jr. Along with health care and other pressing issues, Congress is now seriously considering far-reaching tax reform measures, including a number of possible changes to the treatment of charitable gifts for tax purposes. Given the numerous proposals for the limitation of charitable deductions, now may be a good time to review …Read More