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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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,…
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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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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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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…
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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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Retirees face planning pressure from many factors, including inflation, higher interest rates, market uncertainty, and longevity risk. Charitable gift annuities (CGAs) have always been…
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The traditional perception of what a donor looks like has been changing for some time as women comprise an ever-growing segment of givers. With…
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…
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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