10 Creative Ways to Use Life Insurance to Make a Gift
While there are three ways that life insurance policies are most often gifted, there are several others available that offer distinct benefits.
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Gift Planning
Real Estate: Questions to Ask
You ask your donor the Perfect Question, and when you do, they inform you that they no longer use their condo in Florida, and as such want to get rid of it. With a little more conversation, you find that they're interested in learning more about how to use the condo to make a difference for your organization.
In determining if the condo will make a smart gift for your organization and your donor, there are a number of questions that you need to have answered:
1. What is the property type?
An Opportunity to be Creative
When talking with your donors about a CGA, make sure you include this alternative which might be a really smart move for your donor.
More Charitable Remainder Trusts Coming
"The oldest of America’s 72 million baby boomers are turning 68 this year, the average age at which individuals create charitable remainder trusts. That's likely to produce a surge in such trusts in the next 20 years."
Estate Plan
It's an unfortunate fact that many (most?) of the charitable donors out there do not have a current estate plan. Sad, but true. At the same time, a gift through a donor's estate is the most logical and frequent source of major gifts.
Think About it - The Roth IRA
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?
The Perfect Question
A few days after a staff training session focused on gifts of real estate, a relatively new gift officer named Russell left his office in the Midwest for a week of donor visits.
What's your AGI?
Whether you have already filed your current year taxes and received your refund, or if you are still procrastinating and have no plans to do your taxes before April 15 – do yourself a favor. What is your Adjusted Gross Income (AGI)?
It's All on You
To be a great major gift officer you have to be really good at listening to your donors. Listen for clues to help them make a better gift, and practice your response to these common concerns.
Real Estate Gifts: 5 "Must Cover" Issues
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.