When it comes to fundraising and planned giving, be open to the possibilities! The following news piece is about a very generous couple donating not only their extensive art collection, but also the money to build a space to house it! http://www.news-journalonline.com/news/local/east-volusia/2012/05/06/hyatt-and-cici-brown-donating-extensive-collection-of-florida-art-to-daytona-museum.html Of course, if you are wondering about tax consequences, it is important to...
This morning at Planned Giving Advisors, we sent out an email with donor-ready, “cut and paste” text to alert your prospects of steps they should be considering should they be interested in IRA rollover giving this year.  We are advising that prospective IRA rollover donors consider waiting to see if the expired IRA giving law...
I always kvell (Yiddish for experience joy for someone else’s success) a bit when I see former clients – even the little guys compared to some of the fundraising giants out there – reel in a really big planned gift. The following article is an amazing example of how even the ordinary fundraising shops –...
Thank you to David Joulfaian, an economist/researcher at the U.S. Dept. of Treasury, for unearthing the following statistic: On average (based on IRS data from 1986 through 1997), charitable bequests during those years exceeded donors’ total lifetime charitable giving by 2.74 times. In other words, IRA data showed that the charitable bequests of estate tax...
After recent posts regarding insurance gifts – both good and bad – I thought we would conclude the topic on a positive note because so much of planned giving is about being open and receptive to the possibilities. The following are answers to my questions to Josh Rednik, the Executive Director of the MetroWest Jewish Community...