When you meet with a prospective donor, asking about their life insurance policy (or policies) is well worth your while. But how should you ask them and what, specifically, are the questions you should ask?
A piece in the Chronicle of Philanthropy serves as a useful reminder of the need to mention appreciated securities (both stocks and mutual funds) to our donors.
By understanding the benefits of gifting different asset types, you can provide true value and become a differentiator for your donors. And the value you add may well result in a gift larger than the donor thought possible.
When working with a donor on a proposed gift of real estate to your organization, you need to gather some key details early in the process. Read about the top 5 things to cover in your first contact about a potential real estate gift.
Judy Johnson and Gloria Swanson have been together for 30 years, and they live on 50 acres of property Judy purchased 17 years ago in the foothills of the Colorado Rockies. Judy purchased the property for $29,000 and built a great contemporary style home, in which she has invested $335,000. Her total investment in the property is $364,000.
A., B., C. and D are ALL true.
There are lots of great reasons donors give assets and here are just 4 of them.
Which of the following might be good reasons for a donor to use an asset to make a major gift to your organization?
It is possible for your organization to receive a testamentary gift even if the donor does not have a will.
We frequently have the opportunity to consider an offer of gifts of tangible personal property (TPP) to our organizations. What is the key caveat?
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.