Many of America’s leading charitable organizations were created and funded because of generous outright gifts, bequests and life income gifts, long before the modern federal income tax was created in 1913, the estate tax in 1917 and the federal gift tax in 1935. While our tax system continues to include incentives to encourage philanthropy, we …Read More

When it comes to planned giving marketing, there needs to be a combination of art and science in your approach. The art relies on your ability to “tell your story” (i.e., convey your mission needs) and build/sustain donor relationships. The science depends on knowing the makeup of your donor and prospect files, which can determine …Read More

The last five years have been full of uncertainty for nonprofits, to say the least. The pandemic caused most activities to grind to a halt, particularly affecting in-person fundraising events and the arts. Some organizations shut down permanently. Just as things were settling into a new normal, 2025 brought new challenges for many organizations with …Read More

As you are having those last-minute conversations with donors for December giving, here are a few ideas to help them make the most of their 2025 charitable gifts.   Gifts of cash are convenient and easy to complete, whether made by mailing a check or giving online using a credit card or electronic transfer. With …Read More