Why Use An Asset to Give a Gift?
Which of the following might be good reasons for a donor to use an asset to make a major gift to your organization?
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Mid-Career
Sample Gift Agreement: Capital Gifts
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It should not be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _____________________ (the “Donor”) whose current primary address is _______________________, and _______________________, a tax exempt, non-profit organization located in ______________, ________________(the “Charity”).
Sample Gift Agreement: Endowments
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It is not to be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _________________________ (the “Donor”) whose current primary address is ___________________________, and __________________________, a tax exempt, non-profit organization located in ______________, _________________(the “Charity”).
Gift Agreements for MGOs
Gift agreements should be a critical part of your major gifts program. They prevent misunderstandings and are a wonderful way to show your donor how important they are to your organization.
Charitable Gift Annuity: How Payments Are Calculated, Part 2
(Scroll down for the question)
THE SOLUTION:
The two main factors to keep in mind when helping donors consider a CGA are 1) age and 2) number of annuitants.
Expressed as equations, they look like this:
1) O + F + L = B
The Older the beneficiaries/annuitants, and the Fewer beneficiaries or annuitants, and the Lower the payout rate, the Bigger the overall tax benefits.
Charitable Gift Annuities: How Are Payments Calculated?
The Question: When a Charitable Gift Annuity (CGA) is established, what are the critical factors in calculating the annuity payment?
Life Income Gifts: Key Characteristics
All life-income gifts share a set of key characteristics. Which of the following are true?
The Testamentary Gift Question, Page 2
TRUE OR FALSE:
It is possible for your organization to receive a testamentary gift even if the donor does not have a will.
A Donor Has Concerns About Retirement Income
Layla Middleton is a loyal supporter of your organization. At 55, she owns her own business and throws a huge amount of energy into her work. She's single, no kids. You've asked her for a major gift, but she's been hesitant. What's a good way forward?
Can I Accept This Gift of Tangible Personal Property? Page 2
Which of the below is the key factor (hopefully listed in your organization's gift acceptance policy) that must be satisfied before you have further conversations with the donor?