Planned Giving Insights and Information

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Supreme Court Ruling Changes Federal Tax Treatment of Same-Sex Couples

Posted by Winston Jones on June 28, 2013

Edith Windsor and Thea Spyer entered a long-term relationship in the mid-1960s and made their home in the state of New York. In 2007, the couple was married in Toronto, Ontario, Canada. In 2009, Thea passed away, leaving an inheritance of around $4.3 million to her spouse Edith.

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Topics: DOMA, tax planning with same-sex married donors, working with donors

“How to Say It” in Planned Giving (Useful Phrases)

Posted by Gary Pforzheimer on November 9, 2012

One of your roles as a fundraiser is to match a donor’s charitable objectives with a plan that achieves those goals and supports your organization. Here are some phrases to incorporate into your dialogue with planned gift prospects during the important stages of discovery, cultivation, and solicitation.

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Topics: working with donors, soliciting planned gifts, cultivating planned gift prospects

Using Planned Gift Projections Wisely

Posted by Bill Laskin on October 16, 2012

Planned giving software makes it very easy to estimate the benefits of a particular gift plan over its expected life. Just plug in the facts of the gift, make some simple assumptions about future investment returns and the duration of the arrangement, and voilà, out comes a presentation that describes the projected benefits of the plan in convincing detail.

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Topics: Planned gift projections, investment assumptions, working with donors

Dealing with a 1% IRS Discount Rate

Posted by Jeff Lydenberg on July 26, 2012

The trend of the ultra-low IRS discount rate introduces some risk to charitable gifts – specifically, it increases the likelihood that some gifts won’t pass tests that have been deemed important. Additionally, the current 1.0% rate could pose a particular problem if it persists after September 30 and the 1.2% look back is no longer available. 

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Topics: working with donors, charitable gift annuities, IRS discount rate, charitable trusts

Permission Marketing in Planned Giving

Posted by Allison Snow on June 25, 2012

Last week, PG Calc published a white paper entitled “The Cultivation Funnel: Using Content Marketing to Move Prospects from Awareness to Close.” The Cultivation Funnel presented in this paper illustrates the journey of a planned gift prospect and, ultimately, a planned gift donor.

In this paper, Marketing Consultant Ann McPherson introduced a previously underrepresented element –  permission marketing. This concept was brainstormed and has been consistently championed by Seth Godin, an author, blogger and marketing expert. 

Ann provides the details behind permission marketing and how it relates to the transition from "push" and other interruptive marketing tactics (teleprospecting, unwanted direct mail, and spam email) to “pull” tactics (providing meaningful and relevant content, sharing expertise on a given topic, and sharing resources) as ways to cultivate interest in making a planned gift to a particular charity.

Ann acknowledges in this paper that focusing your marketing efforts only on individuals who have provided permission to do so may seem counter-intuitive – won’t you catch more fish with a wider net, so to speak?  

Download this white paper to explore the concept’s relevance to planned giving marketing.

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Topics: content marketing, planned giving marketing, working with donors

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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