In Forbes Magazine’s upcoming 2012 Investment Guide, in their June 25, 2012 issue, you will find among various investment ideas an article on gift annuities! Check it out: http://www.forbes.com/sites/baldwin/2012/06/06/does-a-charitable-gift-annuity-make-tax-sense-for-you/ While the experts in the field will certainly have pet peeves about parts of the article, it is very interesting and encouraging to see planned giving getting into a...
This is a very scary idea for fundraisers who work with older donors. Can an estate engage in a clawback-like action to recover gifts made by an older donor who may or may not have been unduly influenced or maybe lacked mental capacity? And, how far back in time could a court go towards reclaiming...
Any organization that has a history of supporters, impact and relationships, alumni and beneficiaries, and so on, can be the recipient of significant planned gifts. But, having worked with and/or looked at thousands of different types of organizations, there are definitely some types that seem to do better than others in planned giving. One such...
Did you know that December 31, 2012 is not only New Year’s eve this year, it is also the eve of tax doomsday? I already started mentioning this oncoming situation in February, so check out my overview of the issues: http://theplannedgivingblog.wordpress.com/2012/02/05/2012-incomeestategift-tax-update/. For those who want more than just an overview, check out this excellent article...
Student Loan Debt Crisis and the Higher Education Bubble