In the Planned Giving world, we like to think that IRA and other account beneficiary designations are easy for donors, and potentially a huge source of untapped wealth in the future. This is true, but with a word of caution. I am attaching a court decision below regarding a Pay on Death (POD) account designation...
Join us for a Complimentary Webinar on January 26, 12 pm – 1 pm EST Space is limited. Reserve your Webinar seat now at: https://www3.gotomeeting.com/register/354652590 New York State’s Attorney General has made it clear that nonprofit organizations need to show good-faith compliance with NYPMIFA or face serious consequences. Jonathan Gudema, NYPMIFA expert and principal at Planned...
New York State’s Attorney General has made it clear that nonprofit organizations need to show good-faith compliance with NYPMIFA or face serious consequences New York’s endowment and investment oversight laws can be confusing for nonprofit organizations. But, even worse, nonprofits risk penalties for delaying compliance. When Albany adopted the New York Prudent Management of Institutional...
Dear blog readership, After more than 15 years of advising fundraisers in the area of planned giving, I am very pleased to announce the launch of my firm, Planned Giving Advisors, LLC. I decided to launch this firm to address what I have seen as an increasing need in our nonprofit community for cost effective...
Planned Giving Prospects: Long-term Smaller End Donors or Larger Major Gift Donors?