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It’s Scrambled or Over Easy: Gift Planning Advice From Lake Forest Academy

Posted January 22nd, 2019

Garry Sloan is Director of Individual Philanthropy at Lake Forest Academy (LFA) in Lake Forest, Illinois. Established in 1857, LFA is an independent boarding school for grades 9-12. Its current student body represents 16 states and 33 countries. Sloan came to LFA in 2016 after serving as the Director of Major Gifts for the Colonial …Read More

Older Adults Projected to Outnumber Children

Posted January 22nd, 2019

In just 12 years, and for the first time ever, Americans 65 and older are likely to outnumber those under 18. In 2030 all surviving members of the massive Baby Boom generation will be over 65, making that year a major demographic turning point. By 2035, the Census Bureau projects there will be 78 million …Read More

Time for a Check-Up? The Benefits of a Planned Giving Program Audit

Posted January 22nd, 2019

by John Jensen A comprehensive review of your planned giving program may be just what the doctor ordered. Unlike major or annual giving programs, the results of gift planning efforts may, in some cases, not be seen for a while. As a result, it can sometimes be difficult to determine if an existing planned giving …Read More

Jumpstart Giving in 2019

Posted January 22nd, 2019

Encouraging Charitable IRA gifts may be one of the best ways to jumpstart your fundraising efforts early in 2019. Most fundraising executives are aware of this special giving opportunity available to those age 70½ or older from traditional individual retirement accounts (IRAs). These donors can make gifts totaling up to $100,000 per year directly to …Read More

Putting Tax Motivations for Giving in Perspective

Posted November 12th, 2018

by Robert F. Sharpe Jr. Understanding the what, when and how is key. Some commentators have predicted that this growth may slow down or reverse in light of the Tax Cuts and Jobs Act of 2017 (the Act). That is because the Act can be expected to affect nonprofits in ways not previously experienced. Unlike …Read More

Tips for Success in 2019

Posted November 12th, 2018

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

Final Substantiation Regulations Issued

Posted October 15th, 2018

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

Charitable IRA Gifts Are Particularly Attractive This Year

Posted October 15th, 2018

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

Consultant’s Corner—Tips for Making Your Donor Communications More Effective

Posted October 15th, 2018

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

Thoughtful Partnership Leads to Success–A Conversation with Guide Dogs for the Blind

Posted October 15th, 2018

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

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