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You don't have to be an expert in creative gift planning to be of great value to your donors and your organization. Know when to call in your colleague or advisor from gift planning.
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Gift Planning
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.
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?
Have You Heard This?
Are you asking big enough questions? Have you heard the following from any of your donors or prospects recently?
Why Use An Asset to Give a Gift? ANSWER
The Answer:
A., B., C. and D are ALL true.
There are lots of great reasons donors give assets and here are just 4 of them.
Sample Gift Agreement: Capital Gifts
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It should not be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _____________________ (the “Donor”) whose current primary address is _______________________, and _______________________, a tax exempt, non-profit organization located in ______________, ________________(the “Charity”).
This American Life: I Was Just Trying to Help
Here's an idea. Let's give poor people money. No seriously. Lets just give them cash. No programs. No caveats.
Charitable Gift Annuity: How Payments Are Calculated, Part 2
(Scroll down for the question)
THE SOLUTION:
The two main factors to keep in mind when helping donors consider a CGA are 1) age and 2) number of annuitants.
Expressed as equations, they look like this:
1) O + F + L = B
The Older the beneficiaries/annuitants, and the Fewer beneficiaries or annuitants, and the Lower the payout rate, the Bigger the overall tax benefits.
Charitable Gift Annuities: How Are Payments Calculated?
The Question: When a Charitable Gift Annuity (CGA) is established, what are the critical factors in calculating the annuity payment?