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When you enter into discussion with a donor prospect about CGAs, have these six considerations in mind. More>
10 things you need to know in order to have a confident understanding of CGAs. More>
The latest US Trust Study of High Net Worth Philanthropy has been published, and it has some good news for nonprofit fundraisers. More>
"The more you get to know people, the more they trust you to tell you their story. It is a gift. Every time somebody tells me their story they have given me something precious. And that cannot help but change me." More>
We are thrilled to welcome Lorraine del Prado to the Philanthropy Works Advisory Board. As a Certified Specialist in Planned Giving, Lorraine works with donors and their financial and estate planning advisors to design charitable plans that address their financial and tax-mitigation needs as well as their multigenerational and philanthropic goals. More>
Prominent news magazines like Slate, Esquire, Forbes, Corp. Magazine have featured at least two articles in the past 12 months on table etiquette. The world of high net worth is returning to more formal settings. So we will too! More>
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>
“Do we live for philanthropy, or do we live off of philanthropy? Do you have an occupation in philanthropy or do you pursue a passion for philanthropy?” More>
"Our friends just set up a Charitable Remainder Trust and I'm curious: Does the number of beneficiaries of the trust affect the tax benefits?" Read on for the answer. More>
She had done her homework. She had studied the donor prospect, and had observed that he was a visual learner, that he was assertive, and that he expected the best. The MGO addressed all three of those characteristics without saying a word. More>