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Posted August 8th, 2018

Structuring Gifts in Light of the Tax Cuts and Jobs Act

By Kathy Sperlak, Executive Vice President The Tax Cuts and Jobs Act of 2017 doubled the standard deduction, which will mean fewer taxpayers will be itemizing their deductions for 2018. Many experts believe this will have a significant impact on charitable giving this year. In addition to the options mentioned in other articles in this… read more

Posted August 8th, 2018

Charitable Lead Trusts Can Do “Double Duty” Under New Tax Law

By Robert F. Sharpe, Jr., Chief Consultant As the dust settles and the many implications of the Tax Cuts and Jobs Act of 2017 (the Act) on income and estate tax planning become increasingly clear, a number of new and different uses for familiar charitable planning tools are beginning to emerge. Take charitable lead trusts… read more

Posted August 8th, 2018

Giving Trends in 2018

This July, we undertook a poll to see how respondents were doing through the first half of the year. Slightly more than half (51%) of the respondents reported an increase in current charitable gifts through the end of June, while the remainder of respondents indicated their gifts were flat (29%) or down (20%). Given the… read more

Posted August 8th, 2018

Philanthropy and Generosity

There are many reasons people make charitable gifts. Tax considerations are not among the most cited. By most accounts, 2017 was a record year for charitable giving (see “Trends in Giving: New Reports on U.S. Philanthropy” in the July 2018 Give & Take). However, a number of well-researched studies are predicting that overall charitable giving… read more

Posted July 13th, 2018

Trends in Giving: New Reports on U.S. Philanthropy

A number of recently released reports provide different perspectives on trends currently affecting charitable giving in the United States. Two of the most broadly followed reports, Giving USA 2018: The Annual Report on Philanthropy for the Year 2017 and the 2017 Voluntary Support of Education (VSE) survey, both revealed record levels of charitable giving for… read more

Posted July 13th, 2018

Family Finances and Philanthropy

Last fall, the Federal Reserve Bulletin examined changes in family finances from 2013 to 2016 based on the 2016 Survey of Consumer Finances. The report found broad-based gains in income and net worth since 2013. Because donors give from discretionary income and assets, these trends should be of interest to fundraisers. Real growth of income and wealth… read more

Posted July 13th, 2018

New Transfer of Wealth Study

by Barlow T. Mann A new study suggests the long-promised transfer of wealth may now be upon us. The Chronicle of Philanthropy has recently collaborated with the Center for Rural Entrepreneurship/LOCUS (Center) to create a new study, $9 Trillion and Counting: How Charities Can Tap Into the Transfer of Wealth. While recent Giving USA reports… read more

Posted June 12th, 2018

Tax Reform Is Opportunity for Conversations: Experiences From McKendree University

McKendree University, located in Lebanon, IL, was founded in 1828 as Illinois’s first institution of higher education. Today, the liberal arts university has just under 3,000 undergraduate and graduate students and more than 23,000 alumni. We spoke with Whitney Strang (pictured), McKendree’s Director of Major and Planned Giving, about recent successes they’ve had in reaching… read more

Posted June 12th, 2018

Higher Rates for Gift Annuities

The Rates Committee of the American Council on Gift Annuities (ACGA) recently announced an increase in the suggested maximum rates payable for charitable gift annuities at the 33rd ACGA Conference in Seattle April 25-27, 2018. The new rate table was subsequently released with a suggested July 1, 2018, effective date. According to ACGA surveys, 97%… read more

Posted June 12th, 2018

Is Your Gift Planning Library Obsolete?

The last six months have perhaps ushered in more changes in the charitable gift planning world than any other period in the past 30 years.   Given these developments, gift planners need to review the online and print materials they rely on to educate and motivate donors to make sure they are still effective in… read more

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