This week will probably pass without much fanfare. You are not likely to see parades or hear speeches from politicians. So, how should we…
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Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…
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Planned gifts are among the most important ways charitable organizations raise funds. These gifts can comprise up to 30-50% of a nonprofit’s annual revenue…
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A donor-advised fund (DAF) is a well-regarded charitable giving account that provides great flexibility for donors. When a donor transfers assets into a DAF,…
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The classic tale of the Trojan Horse (or, for the truly cultured, the Trojan Rabbit) serves as a warning about accepting gifts that may…
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Donor surveys can be an effective, powerful addition to your established marketing and outreach program. If you haven’t yet conducted a donor survey, consider…
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The Giving USA Foundation’s annual report provides valuable insights into the state of charitable giving in the United States. Researched and written by the…
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Donor trust is paramount to long-term success. Unfortunately, many Americans are struggling to maintain trust in society’s institutions—including nonprofits. A study conducted by the…
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The 2017 Tax Cuts and Jobs Act created sweeping tax changes, including increasing the standard deduction and eliminating or capping many itemized deductions. Unfortunately,…
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Retirees face planning pressure from many factors, including inflation, higher interest rates, market uncertainty, and longevity risk. Charitable gift annuities (CGAs) have always been…
In the classic movie The Wizard of Oz, Dorothy clicks the heels of her ruby-red slippers and wishes to return to her beloved Kansas,…
An endowment is a powerful way to secure a level of financial stability. Commingled gifts are invested for growth, and only the fund’s generated…