Your marketing efforts have worked, and eligible donors are beginning to make qualified charitable distributions from their IRAs to your organization. Early next year these donors will receive Form 1099-R from their custodians showing their total distributions, even though some or all of that amount was sent to charity. To avoid frantic phone calls, explain …Read More

IRS reports provide key information about charitable giving. The way in which donors report their charitable giving to the IRS has evolved through the years. Prior to 1969, donors used IRS Form 1040 to itemize their gifts. Starting that year, taxpayers transitioned to a separate Schedule A to detail charitable gifts. In 1985, the IRS introduced …Read More

A planned giving pipeline is like a gold mine. It is important to measure not only the value of what is coming out but also the value of the time and other resources being devoted to the mining process. Nonprofit organizations measure the effectiveness of their gift planning efforts in many different ways. Some place …Read More