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Do ‘Planned Gifts’ Take a Long Time to Produce Funds?

Posted October 1st, 1999

Until the early 1970s, the term “planned giving” was rarely if ever used to describe gifts made as part of a donor’s estate and financial planning process. The expression “deferred giving” was the preferred term to describe the activities inherent in the process of encouraging such gifts. This was because for the most part “deferred …Read More

In The News…

Posted September 1st, 1999

Church receives $7 million bequest Maggie Sue Goodwin was a retired schoolteacher and principal. When this 89-year-old passed away in January, she bequeathed her estate—an estimated $7 million—to the First Baptist Church in Marion, Arkansas. Mrs. Goodwin devoted her time and money to the 600-member church during her lifetime as well. She was the church’s …Read More

Retired PBS Gift Planner Reflects on 30-Year Career

Posted September 1st, 1999

In this month’s Give & Take, we talk with Ed Moreno, who recently retired as Senior Gift Planning Officer for KCET public television in Los Angeles. After beginning his media career in 1939 and working his way around the world, Mr. Moreno found his true home in California in the late ’40s. He joined KCET …Read More

Are Irrevocable Gifts Always the Key to Success in Planned Giving?

Posted September 1st, 1999

A common belief in many gift planning programs today is that the majority of planned gifts should be irrevocable; in other words, gifts that the donor would be unable to change or terminate once they are established. While irrevocable gifts are indeed of vital importance to many programs and are typically very large gifts when …Read More

In The News…

Posted August 1st, 1999

IRS announces crack down on split-dollar insurance As reported in the April issue of Give & Take this year, the giving technique known as “charitable split-dollar insurance” has been the center of controversy. Legislation has been introduced that would effectively end these plans that many in Congress and the Internal Revenue Service consider to be …Read More

A Rose by Any Other Name…

Posted August 1st, 1999

Editor’s note: The following article is reprinted from the June 1987 issue of Give & Take. We hope you will find it just as thought provoking today. What do director of development, vice president for development, director of major gifts, director of annual funds, director of planned giving, director of deferred giving, director of special …Read More

Gift Planner Enjoys ‘Helping People See Things In a New Light’

Posted August 1st, 1999

In this month’s Give & Take we talk with Ms. Deter Wisniewski, vice president for development at the St. Louis Science Center. Why did Ms. Wisniewski decide on a career in fund raising, and what has she learned in her 20-year career in development? Ms. Wisniewski shares the answers to these questions and more in …Read More

Are Planned Gifts Primarily Motivated by Tax Incentives?

Posted August 1st, 1999

While our income, estate, and gift tax systems all include powerful incentives to encourage philanthropic giving, it is important to remember that charitable giving in America, and in earlier cultures, preceded all of our current tax systems. Many of America’s leading charitable organizations were created and continuously funded through generous outright gifts, bequests, and life …Read More

Study Indicates Record Gifts to Charities in 1998

Posted July 1st, 1999

Statistics show healthy increase in charitable giving last year. The American Association of Fund Raising Counsel (AAFRC) Trust for Philanthropy has recently issued new estimates and figures of charitable gifts made in America in 1998. The statistics compiled in Giving USA 1999 indicate that charitable giving reached a record-breaking $175 billion last year. Giving from …Read More

In The News…

Posted July 1st, 1999

Gates family gives $5 billion in stock Bill and Melinda Gates gave $5 billion worth of Microsoft stock to their private foundation, the William H. Gates Foundation, in June. This gift doubled the size of their foundation to just over $10 billion, making it fourth in the country’s top philanthropies in terms of asset holdings. …Read More

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