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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Donors: Goals and Concerns
Gift Agreements
At PW, we feel that any gift that reaches the level of major gift status at your charity should require a gift agreement. Yes, even if it is a gift to the annual fund.
This American Life: I Was Just Trying to Help
Here's an idea. Let's give poor people money. No seriously. Lets just give them cash. No programs. No caveats.
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?
Simpsons Creator Sam Simon Leaves Fortune to Charity, Reflects on Lifetime of Giving
The Simpsons co-creator Sam Simon has announced publicly that he has terminal colon cancer and plans to give his fortune to charity.
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.
Facts About Challenge Grants and Matching Gifts
Observations and Conclusions about Challenge and Matching Grants.
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?
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?