I know that I might be breaking my promise not to over-blog but readers should know by now that when there is something important happening in the nonprofit world in planned giving, I am going to say something. And, of course, the question I always ask myself is what can I add to this discussion...
There are going to be a million comments and explanations of this new tax relief thing so I am only going to highlight those items that might impact charities and fundraisers. Firstly, did anyone notice that we NOW have the IRA charitable rollover provision for 2010? Retroactive. Big deal. And, we have exactly 10 days...
Thanks for signing up for email subscription to the Planned Giving Blog! I promise to try keep the posts interesting, funny, short, informative, and relevant! And, not too often. Now I have to get around to reading what is really in this newly minted tax law. The technical memorandum is 177 pages long. My first...
I had deja vous all all over again in a meeting yesterday. Older nonprofit, lots of great planned giving potential, but no program to really speak of AND they have this same planned giving guru guiding them for years. The same consultant, the same result. A consultant but no program. This about the 7th time...
Check out this post from the Planned Giving Blogger