This is a bill not only to reinstate the IRA Rollover, which should happen sooner or later, but it also throws in direct IRA transfers to establish planned gifts like Charitable Remainder Trusts and Gift Annuities! For donors age 59 1/2 and older! Here is a link to the bill, if you are interested: https://www.govtrack.us/congress/bills/113/s1772/text....
As readers of this blog know all too well, I have written many times on Huguette Clark – probably 20 or more blog posts (just do a search on my blog if you are interested). What we thought was the last piece of the story, the $30 million settlement (i.e. gift to go away) to...
Thank you to the 30 or so people who took our informal poll on the counting of bequests!! Now, you might say that 30 people is not much of a poll statistically. True. But, the results are useful in that they reflect the ranges of practices out there and options to consider. And, I believe...
Want to Calculate Your Organization’s Bequest Potential? Click this link. Try it! A cool web application from Greg Warner (Market Smart) and Michael Rosen (ML Innovations, Inc.). It projected between $22 million to $94 million in charitable bequest dollars for a client of mine with 15,000 active donors. After trying it, come back let everyone...
A few colleagues and clients asked me this week the same questions about counting charitable bequests and I thought this is a great opportunity to hear from the blog readership. Please take this quick poll and share this post with others to get more respondents to the poll – the more answers, the more useful...