Charitable giving is usually a family affair. The best strategy is usually one that includes everyone who will participate in the gift making decision as early in the relationship as possible.
A few days after a staff training session focused on gifts of real estate, a relatively new gift officer named Russell left his office in the Midwest for a week of donor visits.
In today's competitive climate for philanthropic dollars, gift planning knowledge is an essential tool for success.
As a small development shop looking to grow, what will make you successful? Let's take a look at the key characteristics.
Whether you have already filed your current year taxes and received your refund, or if you are still procrastinating and have no plans to do your taxes before April 15 – do yourself a favor. What is your Adjusted Gross Income (AGI)?
Everyone's time is precious. Make sure you are getting the most out of your donor visits by clearly articulating the purpose of the meeting ahead of time.
Don't assume that high-net worth people and their advisors are well informed about what kinds of assets can be gifted.
A recent article in Forbes magazine about the 2012 changes to federal tax laws put the complexity of the laws into some perspective. Here are a couple of fun questions based on that article.
Tom Mesaros, the president and CEO of the Alford Group, talks about how nonprofits can continue to thrive in an environment of shrinking resources and increased competition.
You don't have to be an expert in creative gift planning to be of great value to your donors and your organization. Know when to call in your colleague or advisor from gift planning.