You don’t have to be an accountant, tax attorney or financial planner to be a successful fundraiser. You do, however, need to understand the tax basics and other financial benefits that can result from well-planned gifts so you can help motivated donors make the most of their charitable gift dollars at year-end. Keep in mind: …Read More

By Chris Woehrle On the 4th of July, President Trump signed the OBBBA into law, “permanently” extending the expiring provisions of 2017’s Tax Cuts and Jobs Act. Of course, tax law is only permanent until a future Congress and Presidential administration agree on the need to raise taxes and/or reduce spending. For now, most individual …Read More

With better data about your donors’ age and wealth, it becomes easier to tailor your planned giving messaging and deepen your relationship with them in order to discover what motivates their giving. For example, you may have a donor who is still in the workforce and providing funds for their elderly parent, while another donor …Read More