Planned Giving Insights and Information

Share this post!

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.

Read More

Topics: charitable deduction

Could it Be … a New Pooled Fund Gift?

Posted by Gary Pforzheimer on May 4, 2012

We receive a lot of interesting calls to our Support line, but lately there’ve been a few on a topic I haven’t encountered in a while. I just took a call today from an organization with a small Pooled Income Fund (PIF) that has a new donor who wants in.

Read More

Topics: pooled income funds, Federal Reserve, charitable deduction

Downward Pressure on Deductions: IRS Discount Rate Hits All-Time Low

Posted by Bill Laskin on September 20, 2011

October’s IRS Discount Rate of 1.4% will be the lowest rate ever, putting further downward pressure on charitable deductions for gift annuity and charitable remainder annuity trust gifts. At 1.4%, an annuitant must be at least 59 for a gift annuity to be able to pay the American Council on Gift Annuities (ACGA) suggested maximum rate.

Read More

Topics: IRS discount rate, charitable deduction, Gift Planning in a down economy

Top Categories

see all

Subscribe to Blog

Blog Authors

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