Must Know for Fundraisers: Donor Advised Funds
As more and more of our major donors use Donor Advised Funds, it's our responsibility to have a confident understanding of this important tool.
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2013 U.S. Trust Insights on Wealth and Worth
This annual survey from US Trust explores wealth management challenges confronting high new worth and ultra-high net worth individuals in the United States.
It's an extremely interesting bit of information for those of us in the nonprofit sector who are trying to understand our donors attitudes and concerns regarding their wealth.
Decision Making in High Net Worth Households
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.
Highlights from US Bank Survey
After consulting the US Trust Survey of High Net Worth and Very High Net Worth Individuals, hopefully you are convinced of the opportunities for philanthropy that can be found in the details.
With Whom Did They Consult?
Keep in mind that we are only one of several sources, so in order to be credible we need to have awareness of the various issues donors are considering when they make a major gift. In other words, we need to know what we're talking about.
Providing for Both Charity and Loved Ones at the End of Life
How can Cathy make a gift through her estate plan that will take care of living relatives AND provide a significant gift for the Symphony?
A Sticky Situation: The Solution
There are many examples of heirs being surprised by charitable gifts and challenging the legitimacy of these gifts, accusing the organization of exerting undue influence. Help avoid potential problems for your organization.
A Sticky Situation
As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?
What Would You Most Like to Pass On?
A recent poll asked people with wealth to rank seven items in order of importance. The question was: “What would you MOST like your heirs to inherit from you?”
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.