Samantha, Major Giving Officer, and Board Chair John, are scheduled to meet in early October with Jenny Yates as one of their initial visits to key donors in the quiet phase of a campaign.
If there was ever a year when your organization should be receiving gifts of securities, this is it.
Check out three more noteworthy items from a recent study offering valuable insight into how high net worth people think about their finances and their philanthropy.
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.
What's so great about the Roth IRA, and why does congress continue to support it, even though it means an ultimate loss in tax income for the government?
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.
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.
A collection of books and web articles:
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.
Last year, in the face of possible changes to tax policy during the "fiscal cliff" deliberations, a whole bunch of people set up donor-advised funds (DAFs).
According to this article in the Chronicle of Philanthropy DAF's increased 34.6 percent last year to top $13.7 billion.