Planned Giving Insights and Information

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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

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.

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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.

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

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