A planned giving program assessment identifies strengths and weaknesses and provides a frame of reference to evaluate planned gift development efforts and make adjustments as needed.   Finding gold in your estate files A good assessment can help you find information in past estate files to help you learn: If you are asking the right …Read More

For donors and development officers alike, summer involves spending time with family and friends, enjoying outdoor activities (or the latest summer blockbuster in an air-conditioned theater) and even taking a well-deserved vacation. Summer can also be an excellent time to plan your year-end strategy for planned giving and set goals for your funding efforts for …Read More

Gifts of securities are not always as straightforward as they may seem. Consider these important questions when working with your donors on these common gifts: 1. Who owns the security? If it is jointly held, for example, both parties must sign a stock power or letter of instruction to their broker. If the securities are …Read More

In the years since the Tax Cuts and Jobs Act of 2017 doubled the standard deduction, only a small percentage of taxpayers continue to itemize. What hasn’t diminished is Americans’ desire to support the causes and charities they believe in and that hold a special place in their hearts. As you are discussing gift options …Read More