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Gift Planner Finds Satisfaction in Work

Posted July 1st, 1999

In this month’s “Gift Planner Profile,” we talk with Wayne Lynch, executive director of The Regency Foundation in Philadelphia. The Foundation, spearheaded by Mr. Lynch just over four years ago, provides support primarily for Philadelphia College of Bible. With 25 years of experience in fund development, Mr. Lynch shares his views on the gift planning …Read More

Do Most Deferred Gifts Come From the Wealthy?

Posted July 1st, 1999

Editor’s Note: Last month Give & Take brought you the first in a series highlighting common misconceptions in the gift planning field. This month we are pleased to continue our discussion on the fallacies of planned giving with our second myth: “Most persons who make planned gifts are wealthy.” A major misconception that sometimes leads …Read More

In The News…

Posted June 1st, 1999

Nonprofit tax returns now easier to obtain New rules for making nonprofits’ tax returns more accessible to the public will take effect on June 8, 1999. The new law requires charitable organizations and institutions to mail copies of their returns to anyone who submits a written request. In the past, copies only had to be …Read More

Hawaii Gift Planner Inspired by Donors’ Generosity

Posted June 1st, 1999

In this month’s Give & Take we talk with Susan Lampe, director of planned giving at the University of Hawaii Foundation. Having worked in various aspects of fund raising for 21 years both in the Continental United States as well as Hawaii, Ms. Lampe offers her philosophy on gift planning in this “Gift Planner Profile.” …Read More

The Myths and Realities of Planned Giving

Posted June 1st, 1999

Editor’s Note: This article is the first in a series that will be featured over the next several months in Give & Take. It is the intention of the authors to distill over 100 years of combined experience of Sharpe consultants in working with planned gift development efforts of all types and sizes into a …Read More

In The News…

Posted May 1st, 1999

Unlikely millionaire bequeaths $3 million Karl Hagen did not seem like a millionaire. His clothes came from thrift stores. He lived a modest, reclusive life. He worked for 36 years as a maintenance foreman for the Potomac Electric Power Company (Pepco). But when Hagen passed away in March at the age of 89, he left …Read More

Intellect, Sensitivity Blend Harmoniously for Gift Planner

Posted May 1st, 1999

For this month’s “Gift Planner Profile,” we spotlight Mr. Blair Hearth, director of gift planning at Monmouth Health Care Foundation. With 12 years of experience in the gift planning field, Mr. Hearth offers keen insights about an often complex profession. Give & Take: How did you begin your career in nonprofit fund raising? Hearth: I …Read More

Rural Mission Serves Poor, Donors Through Planned Giving

Posted May 1st, 1999

Question: How does a rural nonprofit organization with no director of planned giving and virtually no financial support from the community where it is located manage to sustain its operations for over 60 years with a large portion of funding derived from matured planned gifts? That is what Give & Take set out to uncover …Read More

June 8 Is Deadline for Flip Trust Reform

Posted April 1st, 1999

As reported in the February and March issues of Give & Take this year, there are new IRS regulations regarding “flip trusts.” Under the terms of a flip trust, a net income unitrust can “flip” and become a straight rate payout unitrust. The new IRS regulations now allow this flip to occur in the year …Read More

In The News…

Posted April 1st, 1999

Big giving, the Gates way This February Microsoft CEO Bill Gates made the largest charitable gift ever–$3.35 billion. The money was given to his two charitable foundations, the William H. Gates Foundation and the Gates Learning Foundation. Gates has been criticized by some for not sharing enough of his wealth with philanthropic causes. With this …Read More

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