Subscribe to Our Blog
Blog Authors
Recent Posts
Top Categories
- marketing corner (45)
- planned giving marketing (17)
- charitable gift annuities (16)
- working with donors (15)
- tax incentives on charitable giving (14)
- charitable giving and taxes (12)
- gift annuities (10)
- IRA Charitable Rollover (9)
- impact of tax changes on charitable giving (9)
- charitable gift annuity (8)
- marketing planned gifts (8)
- donor relations (7)
- gift planning (6)
- planned giving (6)
- acga (5)
- actuarial age (5)
- gift administration (5)
- state requirements for gift annuities (5)
- 1099-R (4)
- Gift Annuity Taxation (4)
- IRS discount rate (4)
- bequest administration (4)
- bequest marketing (4)
- bequest stewardship (4)
- charitable deduction (4)
- cultivating planned gift prospects (4)
- estate planning (4)
- planned giving consultants (4)
- planned giving manager (4)
- pooled income funds (4)
- state registration (4)
- CARES Act (3)
- Cruts (3)
- Retirement Accounts (3)
- bequest tracking (3)
- charitable income tax deduction (3)
- charitable lead trusts (3)
- charitable trusts (3)
- cost basis (3)
- gift annuity agreements (3)
- gift annuity payments (3)
- planned gift software (3)
- retained life estate (3)
- soliciting planned gifts (3)
- IRS filing deadlines (2)
- K-1 (2)
- Marketing (2)
- Medicare Surtax (2)
- TN gift annuity state regulation (2)
- Webinars (2)
- annuity reserves (2)
- assets (2)
- capital gains tax (2)
- charitable remainder annuity trusts (2)
- charitable remainder trusts (2)
- coronavirus relief (2)
- donor advised funds (2)
- donor profiles (2)
- gifts of appreciated property (2)
- history of planned giving (2)
- inbound marketing (2)
- investment assumptions (2)
- ipad (2)
- mortality tables (2)
- planned giving technology (2)
- pooled income fund (2)
- qualified appraisals (2)
- qualifying planned gift prospects (2)
- retained life estate gifts (2)
- storytelling (2)
- strategic planned giving marketing plans (2)
- updates to state registration laws (2)
- working with advisors (2)
- working with annual fund (2)
- working with development colleagues (2)
- 2012 predictions (1)
- 2013 gift planning (1)
- ATRA 2013 and planned giving (1)
- American Council on Gift Annuities (1)
- American Taxpayer Relief Act (1)
- Bush sunset (1)
- CGAs for a non-spouse beneficiary (1)
- Conferences (1)
- Contest (1)
- DOMA (1)
- Email (1)
- FASB (1)
- Federal Reserve (1)
- Financial Accounting Standards Board (1)
- Gift Planning in a down economy (1)
- Health savings accounts (1)
- IRA (1)
- IRS (1)
- IRS Form 8283 (1)
- IRS statistics on planned gifts (1)
- IRS stats on planned gifts (1)
- Macintosh (1)
- NICRUT (1)
- NIMCRUT (1)
- PGM Anywhere (1)
- Pease limitation (1)
- Planned gift projections (1)
- Qualified Charitable Distribution (1)
- Required Minimum Distribution (1)
- Transfer-on-death deed (1)
- Web buttons (1)
- annual filing deadlines (1)
- annual planned giving marketing plan (1)
- bargain sale (1)
- beneficiary designations (1)
- bequest manager (1)
- blogging (1)
- board of directors (1)
- capital campaigns (1)
- capital gains tax rate (1)
- charitable gift annuities for domestic help (1)
- charitable installment bargain sale (1)
- charitable remainder trust (1)
- charitable remainder unitrusts (1)
- charity as HSA beneficiary (1)
- charity bankruptcy (1)
- college annuity (1)
- complex planned gifts (1)
- conference giveaways (1)
- content marketing (1)
- content strategy (1)
- deferred gift annuities (1)
- digital estate planning (1)
- disclosure requirements (1)
- donor presentations (1)
- electronic submission (1)
- endowments (1)
- flip unitrusts (1)
- funding (1)
- gift annuitant (1)
- gift annuity readiness (1)
- giftcalcs mobile (1)
- gifts of publicly-traded securities (1)
- history of planned giving legislation (1)
- integrated fundraising (1)
- itemized deductions (1)
- launching a gift annuity program (1)
- long-term capital gains (1)
- managing gift planners (1)
- mobile calculations (1)
- mobile planned gift calculations (1)
- myRA (1)
- noncash charitable contributions (1)
- nurturing (1)
- overcoming objections (1)
- planned gift prospect cultivation (1)
- planned gift prospects (1)
- planned gifts and social media (1)
- planned gifts from board members (1)
- planned gifts from employees (1)
- planned gifts from staff (1)
- planned gifts from volunteers (1)
- planned gifts of stock (1)
- planned giving ROI (1)
- planned giving and Facebook (1)
- planned giving compliance (1)
- planned giving glossary (1)
- planned giving leadership (1)
- quasi-endowments (1)
- real estate (1)
- remote access to planned gift calculations (1)
- return on investment (1)
- segregated reserve fund (1)
- split-interest trusts (1)
- state of Michigan gift annuity rules (1)
- state registration assistance (1)
- strong calls to action (1)
- supplement retirement with planned gifts (1)
- tax planning with same-sex married donors (1)
- tee shirts (1)
- unrestricted bequests (1)
- water bottles (1)
