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Footnotes for Gift Planners

Posted March 1st, 2000

Preparing for memorial gifts Are you prepared for the upcoming memorial gifts season? The spring months offer a number of opportunities to pay tribute to someone special–Mother’s Day, Father’s Day, Memorial Day, and several religious holidays. Now is the time to communicate with your donors about the many rewards of memorial giving–for donors, honorees and …Read More

1997 Tax Act Changed Gift Planner’s Life Judith Kaufman

Posted March 1st, 2000

In this month’s “Gift Planner Profile”, we talk with Chicago gift planner Judith Kaufman. Ms. Kaufman, who most recently served as the executive director of planned giving at Illinois Institute of Technology, has just assumed a new position as vice president of development and external affairs for the Chicago Historical Society. Give & Take: What …Read More

Planning Matters

Posted March 1st, 2000

In recent months, Boston College researchers Paul G. Schervish and John J. Havens released a comprehensive new study estimating that upwards of $41 trillion of wealth will be transferred through estates during the first half of the 21st Century. The new report suggests that America’s charitable organizations and institutions will receive a growing share of …Read More

Estate Administration-Closing the Loop

Posted March 1st, 2000

Bequests have traditionally been the source of a large percentage of planned gift income. As a result, in addition to actively encouraging charitable trusts, gift annuities, and other gifts that involve an irrevocable transfer of assets during life or at death, most organizations and institutions with active gift planning efforts devote a significant portion of …Read More

Exploring the Educational FLIP Trust

Posted February 1st, 2000

Editor’s note: The December 27, 1999 issue of Forbes magazine featured a story on charitable gift planning entitled, “Trust Me.” The article featured comments by Robert Sharpe, Jr., including an example of the creative use of a charitable remainder FLIP trust by a younger couple to fund college educational expenses for a young child. Many …Read More

Former Fund Manager Now Committed Fundraiser

Posted February 1st, 2000

In this issue of Give & Take, we talk with Fred Osborn, director of gift planning for The Episcopal Church Foundation in New York. As a former investment manager and business owner, Mr. Osborn brings a unique perspective to this month’s “Gift Planner Profile.” Give & Take: Why did you become involved in the field …Read More

Planning Matters

Posted February 1st, 2000

In recent months, Boston College researchers Paul G. Schervish and John J. Havens released a comprehensive new study estimating that upwards of $41 trillion of wealth will be transferred through estates during the first half of the 21st Century. The new report suggests that America’s charitable organizations and institutions will receive a growing share of …Read More

Memorials – Bridging Current and Future Giving

Posted February 1st, 2000

Memorial gifts are certainly not the latest, hottest giving vehicle in the gift planning world. As a matter of fact, memorial gifts have been around since before the first millennium began. Plato left an endowment of land to perpetuate his school, the Academy, which was named in honor of the Attic hero Academus. Many churches …Read More

Respecting Donors’ Needs Comes First With Gift Planner

Posted January 1st, 2000

This month we bring you a conversation with Aviva Shiff Boedecker, director of gift planning for the Marin Community Foundation in California. As an attorney who has worked in fund development in both the arts and higher education, Ms. Boedecker has a unique professional background and brings special insights to this “Gift Planner Profile.” Give …Read More

Planning Matters

Posted January 1st, 2000

Editor’s note: In this issue we introduce “Planning Matters,” a new monthly Give & Take column. This new column will feature a broad range of gift and estate planning topics, including ideas, developments, and tax issues that affect all those involved in charitable gift planning efforts. We trust you will find this and upcoming “Planning …Read More

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