Welcome new subscribers to the Planned Giving Blog – thank you for joining our 800 subscribers! This week though I came across some interesting gift annuity issues that I think are important to think about. Flexible deferred gift annuities are totally OK if you are licensed in NY (to issues CGAs) That is the good...
This is coming from a lawyer/planned giving specialist with 20 years experience in the business. I even had a NY life insurance license (which I never used) and I am still baffled when it comes to life insurance. So why the post? I finally got some clarity from a good friend (who I met when...
When asked about overseas planned giving, I usually reply that it is basically a U.S. phenomenon. Outside of the U.S, philanthropy is not so strong in general, with almost no legacy giving in particular, and very little tax incentives to encourage legacy giving (or any giving!). So, for the most part, I almost exclusively work...
I am not kidding you. New research from Texas Tech professor Russell James – the only true Planned Giving academician that I’ve ever heard of – has pinpointed unique brain reactions to planned giving questions in his research. In other words, he has started to figure out what types of conversations, images and thoughts assist...
Ethical Boundaries: Walking the fine line in Planned Giving