Achieving Efficiency in Bequest Administration
Bequest programs are crucial to charities that depend on current and future dollars to operate and plan.
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)
