Finally a hint as to the potential fate of the charitable deduction under any tax reform: NO CHANGE – at least that is what U.S. Treasury Secretary Steven Mnuchin said yesterday. Not that the media wants to cover such a mundane topic that doesn’t involve Russian espionage and various nefarious stuff. Also, he said it looks...
This new 3-part webinar series is for major gift fundraisers who are looking to add planned gift cultivation to their repertoire without getting into the weeds of the technical stuff!!  Our goal is… Source: Planned Giving Boot Camp for Major Gift Officers!
I hate jumping into tax policy debates too early – Trump isn’t President yet and we really have no idea how things will shake out with him and Congress, or whether Democrats will somehow block things (hard to see that as they are not in majority!). But, a big but….  I just took a look...
This new 3-part webinar series is for major gift fundraisers who are looking to add planned gift cultivation to their repertoire without getting into the weeds of the technical stuff!!  Our goal is… Source: Planned Giving Boot Camp for Major Gift Officers!
Take a close look at this slide from an assessment I recently worked on.  Notice that this University went from $19.7 million/185 bequests in FY09 to $3.1 million/34 bequests in FY16.  And, the previous planned giving director (who left a few years ago and wasn’t replaced) told me that prior to 2009, they typically saw...