Tag: Planned Giving

A Window of Opportunity: Gift Planning and the LGBTQ Community

In 2013, the first version of this paper was published in Advancing Philanthropy. With the 2015 US Supreme Court ruling in Obergefell v. Hodges securing marriage equality, and the increased number of American adults identifying as LGBTQ, the authors continue to believe the potential impact of giving by the LGBTQ … Read More

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You Can’t Take It With You (Talking with Donors about Money and Death)

Cultivating selected prospective donors for planned gifts, usually received after their lifetimes, is a skill and an art. It requires thoughtful planning and follow-through, as well as staff and board commitment and participation. Remember that legacy gifts take time and patience; often you’ll have many conversations with a donor before … Read More

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Definitions to keep in mind…

Several words and concepts need to be understood before delving more deeply into building endowments. Endowment An endowment is a broad term that is often used to describe the total of one or more endowed funds. An endowed fund is a charitable gift established in perpetuity in which the principal … Read More

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Consider an Endowment

Are you confused about endowments? Do you wonder whether trying to build an endowment is worth the effort? Have you considered the benefits of an endowment, both to your organization and to your donors? What is an Endowment? An “endowment” is composed of one or more “endowed funds” containing financial … Read More

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Fiscal cliff deal expected to increase giving by $3.3 billion in 2013

The following fact sheet, provided by the Urban Institute, examines the effects of the American Taxpayer Relief Act of 2012 (ATRA) on charitable giving. The major individual income tax provisions are estimated to increase giving by $3.3 billion or 1.3 percent, relative to 2012 law, mainly because of the increase … Read More

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Your Best Planned Giving Prospects

Download this free article to learn who your best planned giving prospects are! Learn how to pare down potential prospects to those with whom gift planning efforts are likely to be most effective and productive. Also learn how age, family situation, past giving record and ability to give will inform your … Read More

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Why I Love Planned Giving

It’s the people, pure and simple. What other job permits us to talk with successful and generous people about their families, backgrounds, values, and dreams? I first started in this business in the early 1980s at the Ohio Historical Society. Perhaps because of that institution and my interest in history, … Read More

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Endowments and Planned Gifts Work Hand-in-Hand

Endowments and planned gifts are separate concepts that work hand-in-hand for donors and nonprofit organizations. Planned gifts are contributions made as a result of a process to choose the most appropriate gift for the most important purpose in the most advantageous time frame for the donor, the charity, and the … Read More

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