You might be thinking that this story will be about one of the sweet old ladies leaving some huge, unexpected bequest to the synagogue or school that they loved so much. Not this time but please read on to hear what I think is truly the ultimate planned giving story. Millie Geldman, one of the...
Lead Trusts are never simple – Read this carefully if you ever plan to talk to donors about lead trusts Through an office contact, I was introduced to a “perfect” lead trust donor – a guy looking to get it done quickly, already vetted for this particular vehicle (or so he thought), all of the...
Still wondering how the 2018 Tax Reform bill impacts you and/or your donors? If you are interested in an overview of the significant changes impacting your top donors, and perhaps yourself, check out our repeat webinar presentation that is scheduled for December 10 at 12 NOON EST: 2018 TAX PLAN BRIEFING FOR DONORS AND NONPROFIT...
Click this link Planned Giving Boot Camp to learn more about training your entire team in Planned Giving over six 1-hour webinar sessions over six week! Or click here to register!
Ahhhh…the graphic tells the whole story..right? Look at the cool chart and understand how charitable lead trusts work? Sorry, not this vehicle. Read this short piece about an actual situation and hopefully you’ll begin to see why it’s worth learning more about lead trusts! Recently, a client of mine had a donor looking to fund...