Careful and cost effective donor research and market segmentation are the foundation of many of the nation's most successful gift planning efforts. Time spent in this area, when planning a new program or reviewing and existing one, can lead to rewards in terms of time and money saved that far outweigh the cost associated with this aspect of program management.  MORE »

In this article the author reviews charitable gift planning vehicles that enable donors to defer immediate capital gains tax upon the sale of appreciated assets.  MORE »

This session examines planned gifts funded with life insurance and tangible personal property. It includes a discussion of IRS Form 8283, 8282, the related and unrelated use rules and appraisal requirements, and how those requirements and the reduction rules apply to these gifts. (Syllabus Codes 3.02, 5.01)  MORE »

In this article the author provides an informal, written monologue containing her own ideas and opinions, some fairly conventional and some rather unusual about how to market planned gifts to older women.  MORE »

In part one of this two part article, the author discusses why nongrantor charitable lead trusts are coming into vogue, their many applications, and why favorable deductions in the presence of a low interest rate environment should be considered merely icing on the cake.  MORE »

Creating a legacy through planned giving is both a
financial and emotional decision. In this article the authors discuss the important role that legacy plays in philanthropic decisions.
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Asking questions and educating prospects about ways to make a gift are the hallmark of our jobs as fundraisers. In this article, the authors describe how to ask strategic questions to obtain key information; how to introduce the topics of bequests, charitable gift annuities, and charitable remainder trusts; how to encourage membership in a heritage society; and how to make a combined planned and major gift solicitation of a prospect. Along the way, they also describe some common cues and clues for various types of planned gifts, providing information that will be useful for both veteran and novice gift planning officers.  MORE »

The nonprofit world is paying increasing
attention to the fact that most donors have more
of their wealth in real estate than in any other
asset type. In this article, the author discusses means of tapping this huge opportunity.

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In this article the authors describe the various forms of real estate gifts and the issues that charitable organizations need to address in accepting them.  MORE »

In this article, the author discusses alternative structures in effecting gifts of real property such a charitable puts; use of nominees, agents and trustees; limited liability companies; and supporting organizations.   MORE »