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
marketing corner (11)
5 Marketing Lessons Gift Planners Can Learn...from Infomercials
Published by
Ann McPherson
on
We know that nonprofits can learn from for-profits, especially when it comes to marketing. But infomercials? Really? Click to see howPG Calc can help you warm up your marketing
1 minute read
The Whole is Still Greater than the Sum of its Parts
Published by
Ann McPherson
on
Okay, I’ll admit it. A big part of my love for marketing is a love of design. The connection between the two holds a lesson for planned giving marketing. Look at the two examples at left and below.
1 minute read
Stewardship is a State of Mind
Published by
Ann McPherson
on
In talking with a client about launching a legacy society, I remarked that having an annual event is wonderful, but stewardship is more than that. I was trying to describe how one "instills" stewardship. In my experience it seems that stewardship is a natural extension of the development officer's personality.
1 minute read
Top Posts
Topics
- 1099-R (4)
- 2-life charitable gift annuity (1)
- 2000CM (2)
- 2010CM (5)
- 2012 predictions (1)
- 2012IAR (2)
- 2013 gift planning (1)
- 2024 tax changes (1)
- accounting (1)
- acga (15)
- acga new rates 2023 (1)
- acga new rates 2024 (1)
- acga rates (2)
- acga rates analysis (2)
- 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 contract (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)
- CASE standards (1)
- CGA Rates (1)
- CGAs for a non-spouse beneficiary (1)
- Charitable Act (1)
- charitable deduction (6)
- charitable deductions for planned gifts (1)
- charitable gift annuities (21)
- charitable gift annuities for domestic help (1)
- charitable gift annuity (19)
- charitable giving and taxes (27)
- charitable income tax deduction (11)
- charitable installment bargain sale (1)
- charitable lead trusts (4)
- charitable remainder annuity trusts (3)
- charitable remainder trust (3)
- charitable remainder trusts (4)
- charitable remainder unitrusts (3)
- charitable trusts (5)
- charity as HSA beneficiary (1)
- charity bankruptcy (1)
- college annuity (1)
- complex planned gifts (2)
- conference giveaways (1)
- Conferences (1)
- content marketing (1)
- content strategy (1)
- Contest (1)
- coronavirus relief (2)
- cost basis (3)
- counting gifts (1)
- 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 (5)
- donor presentations (1)
- donor profiles (2)
- donor relations (8)
- early release (1)
- Email (1)
- endowments (1)
- estate planning (7)
- estimated gift annuity liabilities (2)
- FASB (7)
- Federal Reserve (1)
- federal standard deduction (2)
- Financial Accounting Standards Board (2)
- flexible gift annuity (1)
- flip unitrusts (2)
- funding (1)
- gift administration (5)
- gift annuitant (1)
- gift annuities (11)
- gift annuity agreements (5)
- gift annuity liabilities (3)
- gift annuity payments (5)
- gift annuity readiness (2)
- Gift Annuity Taxation (5)
- gift pipeline (1)
- gift planning (25)
- Gift Planning in a down economy (1)
- Gift Planning Reduction Act of 2022 (1)
- gift policy (2)
- gift tax (2)
- gift value (1)
- giftcalcs mobile (1)
- gifts of appreciated property (3)
- gifts of publicly-traded securities (1)
- Green Book (1)
- Greenbook (1)
- Health savings accounts (1)
- history of planned giving (8)
- history of planned giving legislation (1)
- impact of tax changes on charitable giving (16)
- inbound marketing (2)
- infrastructure bill (2)
- Infrastructure Investment and Jobs Act (1)
- integrated fundraising (1)
- international gifts (1)
- investment assumptions (2)
- ipad (2)
- IRA (4)
- IRA Charitable Rollover (9)
- IRS (3)
- IRS discount rate (5)
- IRS filing deadlines (2)
- IRS Form 5227 (1)
- IRS Form 8283 (1)
- IRS Notices (6)
- 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 (4)
- living trusts (1)
- long-term capital gains (1)
- Macintosh (1)
- managing gift planners (1)
- Marketing (2)
- marketing corner (45)
- marketing planned gifts (8)
- married couples (1)
- Medicare Surtax (2)
- mobile calculations (1)
- mobile planned gift calculations (1)
- mortality tables (9)
- myRA (1)
- new york annuity rates (6)
- 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 (17)
- 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)
- pledge payments (1)
- pooled income fund (3)
- pooled income funds (7)
- present value of planned gifts (1)
- program performance (1)
- QCD CGA (3)
- qcd gift limit (2)
- QLAC (1)
- qualified appraisals (2)
- Qualified Charitable Distribution (10)
- qualified longevity annuity contract (1)
- 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)
- revocation (1)
- Secure Act 2.0 (1)
- segregated reserve fund (1)
- soliciting planned gifts (3)
- split-interest gifts (2)
- split-interest trusts (2)
- 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 (19)
- 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)
- voluntary severance (1)
- voluntary terminations (1)
- 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)