Weird Facts About Our Tax Code
A recent article in Forbes magazine about the 2012 changes to federal tax laws put the complexity of the laws into some perspective. Here are a couple of fun questions based on that article.
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Mid-Career
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.
Jim and Mimi, Part One: You Should Have Been There
Explore why it's important to have the development officer present at the solicitation. Part 1 of 3.
Challenge and Matching Gifts
Providing an incentive to the donors in your organization will encourage them to give or even to increase their giving. Both “Challenge Gifts” and “Matching Gifts” are tools that have great potential for increased fundraising.
How to Make a Major Gift Visit with Gail Perry
Gail Perry is a nationally recognized fundraising guru. In this call, she takes us step by step through how to make a major gift call.
Going, Going, Gone ... the IRA Charitable Rollover
It’s been said that all good things must come to an end, and by all indications that is true for the “IRA Charitable Rollover." Pretty much everyone agrees that Congress will not be renewing it after this year.
Donor-Advised Funds Grow Like Mad
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.
Parking the Car and Other Practicalities
How can you prepare and position yourself before and during meetings with prospects to maximize your opportunity for success? Let's take a look at some key rules that apply to every MGO.
We'll start by looking at rules for initial meetings, then look at meetings in an office setting, then the home setting, then a neutral location, and lastly look at ways to show respect, affection and interest to elderly donors.
THE INITIAL VISIT
I. Turn off your phone 15 minutes prior to the appointment
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?