Ok, I’ll admit that I’m a bit obsessed with my alma mater’s (Rutgers) sports programs – as challenged as they have been – so almost everyday I tend to google Rutgers to see more news about their sports programs and whatever else pops up. And, today there was typical bad news for Rutgers’ fans on...
Over and over, I have conversations with planned giving directors – excellent ones with years great results – but it always comes down to: what have you done for me lately. Why? Quite often there is a new VP for development every year or two – so the new VP wasn’t around to watch the...
Yes, for those over age 70.5 who are now required to take their RMDs (required minimum distributions) from retirement accounts, the extra income from the RMD could cause an increase in Medicare premiums!  In other words: if your age 70.5+ supporter sends his or her RMDs to your charity (you must reach that age to...
Recently, I’ve starting submitting for the Q & A section in Planned Giving Tomorrow – Here’s my first submission…. QUESTION We are looking at some RMD info related to Jane’s IRA account, and we are assuming that the school satisfies the QCD requirement, but just want to check. ANSWER Highly focused people (usually the successful...
Slowly, we are starting to realize there are interesting opportunities as a result of the new tax law.  Many will take months or longer to come out. Here is one – in addition to the most obvious that people with estate planning attorneys are likely going back to them as we speak: No longer needed...