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Archive for October, 2018

Final Substantiation Regulations Issued

Posted October 15th, 2018

The IRS has released final regulations on substantiation of charitable gifts that closely track proposed regulations issued in 2008. Among the final rules contained in T.D. 9836: Pledge cards – A blank pledge card provided as part of a workplace giving campaign does not constitute adequate substantiation because it does not show the information required …Read More

Charitable IRA Gifts Are Particularly Attractive This Year

Posted October 15th, 2018

Because the Tax Cuts and Jobs Act of 2017 will significantly reduce the number of taxpayers who are able to itemize their charitable gifts on their income tax return, it may be especially advantageous to encourage your donors to consider making all or a portion of their gifts this year through a qualified charitable distribution …Read More

Consultant’s Corner—Tips for Making Your Donor Communications More Effective

Posted October 15th, 2018

By Aviva Shiff Boedecker 1. Make the most of your budget. Frequent mailings to low-priority or far-future donors about estate gifts can be an unwise use of resources. Thoughtful selection of your mailing lists will save you money on printing and postage. Bonus 1: You will automatically use staff time more efficiently because you will …Read More

Thoughtful Partnership Leads to Success–A Conversation with Guide Dogs for the Blind

Posted October 15th, 2018

Since 1942, Guide Dogs for the Blind has trained puppies to become highly qualified guide dogs to serve and empower individuals with vision loss in the United States and Canada. Guide Dogs provides all services free of charge. Sue Dishart (pictured, left), Planned Giving Officer at Guide Dogs for the Blind, spoke to Give & …Read More

Tommy, Can You Hear Me?

Posted October 15th, 2018

By Barlow Mann, J.D. Make sure you are communicating effectively with your best prospects for major and planned gifts. It doesn’t take a pinball wizard to understand that communications with your donors can be challenging, but they don’t have to be. Read on to see if you have inadvertently overlooked some of the primary obstacles …Read More

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