I just gave a webinar last week on Professor Russell James’ brain research findings (click through this link to get access to Professor James’ own presentation of his research and findings) and the enormity of his findings and conclusions as they relate to Planned Giving programs are still in my head! Consider this true story very...
I love that title. Not mine though. It is the title to an article in Investment News (click to see it) that picks up on a recent theme of mine of encouraging donors to go ahead and use IRA funds (under various caveats) for charitable giving (with or without the IRA giving provision!). The author of the...
If you are in need of drawing out planned giving donors and prospects, take a look at this chart! And, if you want to hear more, sign up for our webinar tomorrow (it happened on 2/27 – if you want see the recording, you can click below and we will send you a link to...
Of course, yes! Anything that makes it easier for our donors with greater tax incentives (real or perceived) is better. (That is what planned giving is all about! – providing alternatives to make it easier to give!) But, from a dollar and cents perspective, is the IRA Rollover provision really needed for a donor (age 59.5 and...
Great Wealth Transfer Is Back?