Planned Giving Insights (69)

New Michigan Tax Law Requires Withholding from Annuity Payments

Published by Dyke Tilt on February 17, 2012

UPDATED DECEMBER 7, 2012:

gift annuity payments

1 minute read

Using Buttons to Strengthen your Calls-to-Action

Published by Allison Snow on February 10, 2012

Many of you are probably making use of email to drive traffic to your organization’s website. Driving traffic to your website is a smart idea, no matter what you’d like to motivate your prospect to do – read a success story, opt-in to continue to learn more about life income gifts to your organization, or even use your planned gift calculator to model a planned gift.

Web buttons, strong calls to action

1 minute read

IRS Revises 2011 Reporting Requirements for Capital Gains Distributed by Charitable Gift Annuities

Published by Dyke Tilt on February 2, 2012

On December 16, 2011, the Internal Revenue Service (IRS) provided new 1099-R Instructions for annuitants that describe how to report 1099-R income on a Federal Income Tax return. Prior to then, these instructions stated that capital gains in Box 3 of the 1099-R should be reported on Form 1040 Schedule D line 13. The new instructions, in contrast, say the following:

charitable gift annuities, 1099-R, long-term capital gains

2 minute read

Are Your Donors Ready for Your iPad?

Published by Gary Pforzheimer on January 24, 2012

A few things are certain - iPads have a “cool” factor and likely enhance your productivity, whether at the office, your home office, or on the road. But are your donors ready for you to bring them into their offices or homes?

ipad, donor relations, working with donors

1 minute read