Planned Giving Insights and Information

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Giving USA Report Brings Good News for Gift Planners

Posted by Jeff Lydenberg on August 28, 2015

2014 was a record year for philanthropy in the United States, according to the Giving USA 2015 Annual Report.  There was a 7.1% increase in giving dollars over 2013 (5.4% adjusted for inflation).  These numbers signal the return of pre-recession giving patterns. Some experts had predicted it would take 10 years for charitable giving to rise back to pre-recession levels, so the increases are heartening. 

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Topics: estate planning, planned giving, tax incentives on charitable giving

Gift and Estate Planning in the Digital Age

Posted by Alison O'Carroll on January 12, 2012

The rapidly increasing use of “digital files” – on smartphones or computers – is something to take into account as you advise prospects on estate planning. 

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Topics: digital estate planning, estate planning, donor relations

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