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philanthropy

  • Sharing the Love: Couples and Joint Philanthropy

    by Marina Cooper February 14, 2024
    by Marina Cooper February 14, 2024

    When couples make joint philanthropy an integral part of their love story, they enrich not just their own lives but the lives of generations…

  • WATCH OUT! Keep Your Eyes Up When Dealing with Donations of Real Estate

    by James Jett, J.D. February 1, 2024
    by James Jett, J.D. February 1, 2024

    Chances are you’ve seen a video or two of someone strolling along a busy sidewalk, so engrossed by whatever is on their phone—a work…

  • The Sunset of the TCJA: Just a Bit Outside of a Regular Pitch

    by James Jett, J.D. December 4, 2023
    by James Jett, J.D. December 4, 2023

    In the 1989 comedy classic Major League, baseball broadcasting legend Bob Uecker plays a hard-drinking, sarcastic baseball play-by-play announcer named Harry Doyle, who covers…

  • National Estate Planning Awareness Week: Three Important Reminders

    by Terry Sites October 16, 2023
    by Terry Sites October 16, 2023

    This week will probably pass without much fanfare. You are not likely to see parades or hear speeches from politicians. So, how should we…

  • Using Empathy to Overcome Donor Objections

    by Marina Cooper October 9, 2023
    by Marina Cooper October 9, 2023

    Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…

  • Evaluating Planned Gift Marketing: How to Use ROI and Improve Its Measurement

    by Rebecca Wood, J.D. September 21, 2023
    by Rebecca Wood, J.D. September 21, 2023

    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…

  • Donor-Advised Funds: Educating Supporters and Encouraging Grants

    by Marina Cooper September 6, 2023
    by Marina Cooper September 6, 2023

    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,…

  • Make a Wish? No, Make a Will.

    by Terry Sites August 16, 2023
    by Terry Sites August 16, 2023

    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,…

  • WATCH OUT! A Gift of a Business Interest and the Lessons of the Trojan Horse

    by James Jett, J.D. August 7, 2023
    by James Jett, J.D. August 7, 2023

    The classic tale of the Trojan Horse (or, for the truly cultured, the Trojan Rabbit) serves as a warning about accepting gifts that may…

  • Learn, Connect, Empower: The Benefits of Donor Surveys and Where to Begin

    by Rebecca Wood, J.D. July 17, 2023
    by Rebecca Wood, J.D. July 17, 2023

    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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