Quad Asks
The best requests for support involve asking your donor to consider four types of gifts in a single proposal.
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Formality is Back
Prominent news magazines like Slate, Esquire, Forbes, Corp. Magazine have featured at least two articles in the past 12 months on table etiquette. The world of high net worth is returning to more formal settings. So we will too!
Never Assume They Know
Don't assume that high-net worth people and their advisors are well informed about what kinds of assets can be gifted.
Who Said it?
Who said “Philanthropy can be a key part of your overall wealth management plan?"
A. President of Princeton in address to donors
B. Warren Buffet
C. Goldman Sachs and Co. promotional material
D. Cleveland Clinic promotional material
The Answer:
C. Goldman Sachs and Co.
This quote from Goldman Sachs materials in 2009 was the first time that they overtly promoted philanthropy as a planning strategy.
CASE STUDY: Transforming a CRT into Reliable Lifetime Payments While Preserving a Future Gift
In 2000, Mr. Dearborn used $1,000,000 to establish a CRAT trust that was to pay him $80,000 annually. It suffered fairly large losses during the ensuing decade, all while continuing to pay out $80,000 per year. What if it's exhausted before the charitable remainder gift can be made?
Converting a Cabin into Long-term Security
Russell and Kathryn are 60 and 59 years old, respectively, and have no children. Russell is a doctor, and Kathryn does not work outside of the home. They are deeply committed to their favorite charity and would like to make a significant gift.