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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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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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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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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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…
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…
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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