In case you haven’t heard, on March 10 the US Senate extended a number of tax breaks including the IRA charitable rollover that allows individuals 70 ½ years of age and older to contribute as much as $100,000 from an IRA to a charity without paying taxes. In a climate where more donors are interested [...]
1) Begin with your board – Planned giving can be complicated and confusing, and it can often take a while before you see success. It’s important for your board to understand what the development of a planned giving program means and what it will take to do it well. Having board buy-in is critical since board [...]
Last week, I attended the Washington Planned Giving Council Planned Giving Day conference at Seattle Pacific University as did our CEO Aggie Sweeney (see her blog post here). For someone like me who is just beginning to learn all the terms and options of planned giving vehicles, the information was surprisingly easy to digest. The [...]
Last week I was able to attend the Washington Planned Giving Council’s annual Planned Giving Day and enjoyed connecting with many professionals that I hadn’t had the opportunity to talk with in several months and meeting others for the first time. In this time of tight budgets, often resulting from decreased endowment earnings, many nonprofits [...]
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