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Gift Planning Trends

Gift Planning for Your Fiscal Year-End

By Joe Chickey For the thousands of charities that operate on fiscal rather than calendar year-ends (most commonly June 30/July 1 end and start dates), actions taken in the spring may be especially important to help ensure a strong finish. Here are some stewardship ideas for fiscal year-end gifts from both current givers and planned …Read More

Women and Charitable Giving

The Women’s Philanthropy Institute at Indiana University’s Lily School of Philanthropy has released a new report analyzing how women’s charitable giving has changed over the past two decades. The report concluded that women’s donor participation declined during the pandemic, but their average gifts increased, which could have lasting implications for charitable giving should this trend …Read More

QCDs: A Need-to-Know Basis

More and more donors are learning that using their IRAs to give to their favorite charities with a QCD is beneficial because they are making meaningful contributions while avoiding paying taxes on their IRA distributions. As your charity receives more of these types of gifts, there are some key challenges and rules to be aware …Read More

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