Planned Giving Insights and Information
Planned giving insights and information from the recognized leader in planned giving software, marketing, gift administration and consulting solutions.
Posts about
funding
Blog Authors
Top Posts
Topics
- 1099-R (5)
- 2010CM (2)
- 2012 predictions (1)
- 2013 gift planning (1)
- acga (11)
- acga new rates 2023 (1)
- acga rates (1)
- acga rates analysis (1)
- actuarial age (5)
- American Council on Gift Annuities (1)
- American Families Plan (1)
- American Taxpayer Relief Act (1)
- annual filing deadlines (1)
- annual planned giving marketing plan (1)
- annuity reserves (4)
- assets (2)
- ATRA 2013 and planned giving (1)
- bargain sale (1)
- beneficiary designations (1)
- bequest administration (4)
- bequest manager (1)
- bequest marketing (4)
- bequest stewardship (4)
- bequest tracking (3)
- blogging (1)
- board of directors (1)
- Bush sunset (1)
- capital campaigns (1)
- capital gains tax (4)
- capital gains tax rate (4)
- CARES Act (3)
- CGA Rates (1)
- CGAs for a non-spouse beneficiary (1)
- Charitable Act (1)
- charitable deduction (5)
- charitable gift annuities (18)
- charitable gift annuities for domestic help (1)
- charitable gift annuity (17)
- charitable giving and taxes (24)
- charitable income tax deduction (9)
- charitable installment bargain sale (1)
- charitable lead trusts (3)
- charitable remainder annuity trusts (3)
- charitable remainder trust (3)
- charitable remainder trusts (4)
- charitable remainder unitrusts (3)
- charitable trusts (4)
- charity as HSA beneficiary (1)
- charity bankruptcy (1)
- college annuity (1)
- complex planned gifts (1)
- conference giveaways (1)
- Conferences (1)
- content marketing (1)
- content strategy (1)
- Contest (1)
- coronavirus relief (2)
- cost basis (3)
- Cruts (4)
- Cryptocurrency (1)
- cultivating planned gift prospects (5)
- deferred gift annuities (2)
- digital estate planning (1)
- disclosure requirements (2)
- DOMA (1)
- donor advised funds (3)
- donor presentations (1)
- donor profiles (2)
- donor relations (8)
- electronic submission (1)
- Email (1)
- endowments (1)
- estate planning (6)
- estimated gift annuity liabilities (2)
- FASB (5)
- Federal Reserve (1)
- Financial Accounting Standards Board (1)
- flip unitrusts (2)
- funding (1)
- gift administration (5)
- gift annuitant (1)
- gift annuities (10)
- gift annuity agreements (4)
- gift annuity liabilities (3)
- gift annuity payments (5)
- gift annuity readiness (2)
- Gift Annuity Taxation (5)
- gift pipeline (1)
- gift planning (16)
- Gift Planning in a down economy (1)
- Gift Planning Reduction Act of 2022 (1)
- gift policy (2)
- gift value (1)
- giftcalcs mobile (1)
- gifts of appreciated property (2)
- gifts of publicly-traded securities (1)
- Green Book (1)
- Greenbook (1)
- Health savings accounts (1)
- history of planned giving (4)
- history of planned giving legislation (1)
- impact of tax changes on charitable giving (14)
- inbound marketing (2)
- infrastructure bill (2)
- Infrastructure Investment and Jobs Act (1)
- integrated fundraising (1)
- investment assumptions (2)
- ipad (2)
- IRA (3)
- IRA Charitable Rollover (9)
- IRS (3)
- IRS discount rate (5)
- IRS filing deadlines (3)
- IRS Form 5227 (1)
- IRS Form 8283 (1)
- IRS Notices (4)
- IRS statistics on planned gifts (1)
- IRS stats on planned gifts (1)
- itemized deductions (1)
- K-1 (4)
- launching a gift annuity program (2)
- Legacy IRA Act (3)
- living trusts (1)
- long-term capital gains (1)
- Macintosh (1)
- managing gift planners (1)
- Marketing (2)
- marketing corner (45)
- marketing planned gifts (8)
- Medicare Surtax (2)
- mobile calculations (1)
- mobile planned gift calculations (1)
- mortality tables (5)
- myRA (1)
- new york annuity rates (3)
- NICRUT (2)
- NIMCRUT (2)
- noncash charitable contributions (1)
- nurturing (1)
- overcoming objections (1)
- Pease limitation (1)
- PGM Anywhere (1)
- Planned gift projections (2)
- planned gift prospect cultivation (2)
- planned gift prospects (1)
- planned gift software (3)
- 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 (9)
- planned giving and Facebook (1)
- planned giving compliance (1)
- planned giving consultants (4)
- planned giving glossary (1)
- planned giving leadership (2)
- planned giving manager (4)
- planned giving marketing (18)
- planned giving ROI (1)
- planned giving technology (2)
- pooled income fund (2)
- pooled income funds (6)
- present value of planned gifts (1)
- program performance (1)
- qualified appraisals (2)
- Qualified Charitable Distribution (6)
- qualifying planned gift prospects (2)
- quasi-endowments (1)
- real estate (1)
- remote access to planned gift calculations (1)
- Required Minimum Distribution (2)
- research (2)
- retained life estate (3)
- retained life estate gifts (2)
- Retirement Accounts (3)
- return on investment (2)
- Revenue Proposal FY 2022 (1)
- revocable living trust (1)
- Secure Act 2.0 (1)
- segregated reserve fund (1)
- soliciting planned gifts (3)
- split-interest trusts (1)
- state of Michigan gift annuity rules (1)
- state registration (5)
- state registration assistance (1)
- state requirements for gift annuities (5)
- Stewardship (1)
- storytelling (2)
- strategic planned giving marketing plans (2)
- strong calls to action (1)
- supplement retirement with planned gifts (1)
- tax incentives on charitable giving (18)
- tax planning with same-sex married donors (1)
- tee shirts (1)
- TN gift annuity state regulation (2)
- Transfer-on-death deed (1)
- unrestricted bequests (1)
- updates to state registration laws (2)
- valuation (2)
- water bottles (1)
- Web buttons (1)
- Webinars (2)
- working with advisors (2)
- working with annual fund (2)
- working with development colleagues (2)
- working with donors (15)