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As we approach the end of 2018 and the beginning of a new year, the world around us continues to change. These changes will undoubtedly have a real impact on the way we pursue our future gift development efforts. While there are many steps you might consider now to help ensure success next year and… read more
The IRS has released final regulations on substantiation of charitable gifts that closely track proposed regulations issued in 2008. Among the final rules contained in T.D. 9836: Pledge cards – A blank pledge card provided as part of a workplace giving campaign does not constitute adequate substantiation because it does not show the information required… read more
Because the Tax Cuts and Jobs Act of 2017 will significantly reduce the number of taxpayers who are able to itemize their charitable gifts on their income tax return, it may be especially advantageous to encourage your donors to consider making all or a portion of their gifts this year through a qualified charitable distribution… read more
By Aviva Shiff Boedecker 1. Make the most of your budget. Frequent mailings to low-priority or far-future donors about estate gifts can be an unwise use of resources. Thoughtful selection of your mailing lists will save you money on printing and postage. Bonus 1: You will automatically use staff time more efficiently because you will… read more
Since 1942, Guide Dogs for the Blind has trained puppies to become highly qualified guide dogs to serve and empower individuals with vision loss in the United States and Canada. Guide Dogs provides all services free of charge. Sue Dishart (pictured, left), Planned Giving Officer at Guide Dogs for the Blind, spoke to Give &… read more
By Barlow Mann, J.D. Make sure you are communicating effectively with your best prospects for major and planned gifts. It doesn’t take a pinball wizard to understand that communications with your donors can be challenging, but they don’t have to be. Read on to see if you have inadvertently overlooked some of the primary obstacles… read more
With the recent tax law changes, many people have questions about the impact this new law will have on their charitable giving in 2018. They should be pleased to hear that the charitable income tax deduction was preserved and enhanced in many cases, and there are still many smart ways to make tax-advantaged gifts whether… read more
SHARPE newkirk is pleased to welcome our new Senior Consultant, Laura Knitt, J.D. Previously, Laura worked for 13 years with a large national nonprofit, the Evangelical Lutheran Church in America, where she served in progressive roles as Associate Director for Planned Giving, Director for Legal and Regulatory Compliance and Assistant General Counsel. She brings valuable… read more
Your marketing efforts have worked, and eligible donors are beginning to make qualified charitable distributions from their IRAs to your organization. Early next year these donors will receive Form 1099-R from their custodians showing their total distributions, even though some or all of that amount was sent to charity. To avoid frantic phone calls, explain… read more
IRS reports provide key information about charitable giving. The way in which donors report their charitable giving to the IRS has evolved through the years. Prior to 1969, donors used IRS Form 1040 to itemize their gifts. Starting that year, taxpayers transitioned to a separate Schedule A to detail charitable gifts. In 1985, the IRS introduced… read more
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