Category Archives: Planned Giving

Creating a Planned Giving (and other charitable giving) council

My CPA friend tells me how shocked he is that most of his clients don’t maximize their charitable giving deductions.  More to the point, he is surprised at what a cruddy job of soliciting most nonprofits do. The problem, of … Continue reading

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Planned Giving For Everyone

When I started fundraising way back in the 1980’s, Planned Giving (always capitalized!) was a very specialized field.  Planned Giving officers were almost always lawyers or CPA’s and their jobs were mainly to help donors who had already decided to … Continue reading

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Planned Getting

A fair number of my clients have figured out that along with raising enough funds for today, they need to start now on raising enough funds for tomorrow. That means endowment, and that typically means planned gifts. While cash today … Continue reading

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Larger Gifts for All Sized Organizations

We were talking about planned giving as a way that some donors could make larger gifts without negatively impacting their families or their current lifestyle.  Some of the people on the development committee were really against the idea of allowing … Continue reading

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