Planned Giving Insights and Information

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Why Print Will Never Die

Posted by Ann McPherson on September 16, 2016

While the summer days are behind us, vacation has provided an opportunity to let go and enjoy ourselves in different ways. For many, it has meant spending time elsewhere with family and friends - the kind of experience where you want to capture the moments. And that we do.

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Topics: marketing corner

When Only a CRAT Will Do

Posted by Jeff Lydenberg on September 15, 2016

The charitable remainder unitrust (CRUT) is far more popular than the charitable remainder annuity trust (CRAT).  Annuity trusts make up only about 15% of all charitable remainder trusts in existence.  Nonetheless, there are donor situations where the CRAT can be an attractive option.  Although we usually think of the gift annuity when a donor desires fixed payments, here is a list of situations where the CRAT beats the gift annuity:

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Is This a Good Time for Gift Annuities?

Posted by Ann McPherson on August 16, 2016

Given unprecedented low interest rates, which shows no signs of material change, we have been asked a common question from our clients, “Should I continue to promote gift annuities?” There appears to be some skepticism and nervousness in the industry on whether it’s a good strategy to continue to market these gifts now because annuity rates are low and donors aren’t interested, and rightly so. With a few exceptions, and those are from organizations who don’t follow the ACGA rates, most charities are experiencing a decline in gifts this year and at best it’s flat compared to last year.   

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Topics: marketing corner

Extremely Low IRS Discount Rate Creates Opportunities and Challenges

Posted by Bill Laskin on August 15, 2016

The monthly IRS discount rate dipped to 1.4% for August and has stayed there for September. Although this rate has been at historically low levels since 2008, it hasn’t been this low in over three years. The extremely low IRS discount rate creates opportunities and challenges.

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Projecting Future Income From Bequest Expectancies

Posted by Michael Valoris on July 15, 2016

The significance of bequest commitments and the dollars they will ultimately bring to charitable organizations are often ignored or underutilized in financial planning.  Yet, bequests are the largest source of planned gift income for most charities with planned giving programs (and in fact are often a large source of income for charities that don’t think they have a planned giving program). A simple analysis of your bequest expectancies can translate donors’ commitments into projected future income streams. This is valuable information for your board and other leadership and should foster a greater appreciation for the role of bequest commitments and the planned giving staff who obtain and track them.

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Gary Pforzheimer    Jeff Lydenberg  Dyke Tilt 
Bill Laskin    Ann McPherson    Andrew Palmer 
Edie Matulka    Winston Jones    Jen Wickham 
Tina Yelle   Jeffrey Frye   Mike Valoris