This post is a follow-up to my previous post on a sticky life insurance situation. I wanted to let anyone who reads that post to know that there are two specialist appraisers who can help you and/or your donor obtain a qualified appraisal in these situations. One of the following two I completely trust because...
Great title and great responsibilities. Pay might be a problem – check it out. And, you didn’t think the planned giving job market could get any worse… National Development Director-Planned Giving International Freedom Coalition – Houston, TX Job Description Start date: Immediately Length: 2 years, renewable Location: Virtual Compensation: Unpaid Community Service Board of Directors Member: Yes ================================================== If you are a talented relationship builder with...
During my general planned giving training sessions, I usually include only one or two slides on life insurance. My main goal on this topic is to get across that there are many, many variables that go into life insurance policies and many versions, and the charity needs its own objective expert to help assess a...
I worked on the issue of a commerical annuity in a CRT last year – the aftermath of a CRT investing its principal in a commercial annuity and the disaster that followed. Now, thanks to the planned giving design center and an IRS letter ruling, use of a commercial annuity in a CRT might become more...
Penalize the rich…by discouraging their giving to charity???