Planned Giving Insights and Information

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Thank You, Thank You!

Posted by Ann McPherson on January 26, 2016

It was the eve of 2016 and because the office was quiet with so many clients away on holiday, it was a good time to catch up on some reading. I found a real gem in the December 22 publication of the Chronicle of Philanthropy where they compiled a toolkit of tips that had been collected throughout the year on the topic of “how to thank (and retain) a donor.”

For the benefit of our readers who might have missed it, these tips are worth repeating. More importantly, you should keep them in your files and make them part of your 2016 stewardship plans.

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Topics: marketing corner

Year-End Reminder - What a Difference a Day Makes

Posted by Edie Matulka on December 28, 2015

What prompts the flurry of calendar year-end gifts?  That all important – to many of your donors – current year charitable deduction.  A day late, a gift made on January 1st rather than December 31st, and the deduction is “lost” for a year.  Of course, a day can make a difference throughout the year, by changing what discount rate is used for calculating the deduction or in determining the amount of a first gift annuity payment. But it is of particular significance at year-end.

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Topics: charitable deduction

IRS Announces Tax Schedules and Exemptions for 2016

Posted by Bill Laskin on December 15, 2015


Many federal tax items are indexed annually for inflation, such as the income tax brackets for individuals and trusts, the standard deduction, and the gift and estate tax exemption. The IRS recently announced what the new amounts will be for all 51 of these items in 2016. Given the very low rate of inflation over the last year, the new values will increase only about 0.4% over the 2015 values they will replace. All of these changes are minor and should have little effect on the tax incentives that encourage donors to make charitable gifts.

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Topics: gift annuities

Year-End Giving

Posted by Ann McPherson on December 14, 2015
As a general rule of thumb, when it comes to planned giving marketing at year-end, I advise our clients to stop distributing planned giving targeted mailings by October. Most organizations are in full throttle with their end-of-year and annual fund solicitations intended for outright giving. Trying to compete against annual fund solicitations with planned giving mailings doesn’t make good business sense, and doesn’t consider how the recipient is inundated with year-end solicitations in general.   
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Topics: marketing corner

Hidden CGAs: A Cautionary Tale

Posted by Edie Matulka on November 20, 2015

There are two scenarios for how the funds from a gift annuity issued by one organization might ultimately be directed to another organization.

In one situation, Charity A either doesn’t issue gift annuities at all or doesn’t issue them in a particular state, but knowingly directs a donor interested in a gift annuity to another charitable organization (Charity B) that will issue a gift annuity to the donor. In this situation, Charity A has the opportunity to proactively look into Charity B, the issuing organization, and to understand how the gift will be managed and distributed.

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Topics: state registration, gift annuities

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