Lessons from James Gandolfini's Will
Paul Sullivan's recent article in the NYT, A Public Debate of the Wisdom of Gandolfini’s Will, is of interest to those of us who want to understand the basics of estate planning.
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Beginning
Facts About Challenge Grants and Matching Gifts
Observations and Conclusions about Challenge and Matching Grants.
The Major Gifts Visit: Questions & Talking Points
Engaging people in the life and mission of your organization is a fascinating challenge. Know the right questions to ask, and know how to listen.
A Donor Has Concerns About Retirement Income, Part 2
A business owner is rightly worried about retirement income, since she won't be receiving a corporate pension or other benefits. How can you help her get retirement security and make a gift to your organization?
Guidelines for Filing Contact Reports
What is a contact report? Why is it important? When should I make one? What to include and more ...
Capital Gains and Losses
Almost everything owned and used for personal or investment purposes is a capital asset.
Becoming the Beneficiary
Yuan is a career librarian, now retired. She has always worked hard and lived simply, and has savings of nearly $100,000 as a result. But Yuan has suffered numerous health issues in recent years.
Good Things (And A Bad Thing) About An IRA Gift
Stephen, who recently passed away, had an estate valued at approximately $700,000, with $100,000 of it in an IRA. When he was planning his estate, he knew he wanted to make a significant charitable gift at his death, and leave everything else to his two children.
How did gift planning help Stephen with these two goals?
Everyone Wins With a Gifted Retirement Fund
See why it is often WAY better for a donor to testamentary gift of a retirement fund as opposed to making a simple bequest.
Essential Elements: Authentic Stewardship of Major Gifts
Stewardship is more than simply thanking donors for their gifts; it’s a philosophy grounded in the desire to treat donors as partners in your work. So what are the essential elements of authentic stewardship?