Heather Ehlert Vice President of Client Services As fundraisers and nonprofit managers, we know donor-advised funds (DAFs) have become a very popular – albeit somewhat controversial – giving vehicle in philanthropy. Their role in shaping the charitable landscape continues to grow, as evidenced by recent data reported by both commercial and community foundations about their donor-advised funds in 2017. Fidelity…
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As you look to year-end charitable giving, you might be wise to look at the many benefits available to you through making a qualified charitable distribution (QCD) from your Individual Retirement Account (IRA). As a result of the passage in 2015 of the Protecting Americans from Tax Hikes Act (PATH), QCD’s, after years of debate and delays, have finally been…
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Heather Ehlert, Vice President of Client Services Whether seeking to end the federal estate tax or adopt a universal charitable deduction – both of which are being discussed by the current Administration and Congress – tax reform is tricky. While it’s difficult to predict the exact impact these changes would have on charitable giving and nonprofits, we can reasonably conclude…
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John Marshall Senior Vice President Over the years, I have had the opportunity to speak with many organizations about the merits of including Planned Giving as a component of their overall fundraising program. These have been organizations that were primarily in the process of considering the addition of Planned Giving but were somewhat hesitant to “take the plunge” for any…
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Register now for Tools for Fundraising Success Building an Integrated Fundraising Program Friday, August 26, 2016 This hands-on workshop will detail best practices and step-by-step techniques for creating and implementing an integrated fundraising program that will transform your organization. **All attending organizations will receive two hours of complimentary fundraising consultation from JB+A.** 8:00 a.m. - 12:00 p.m. Friday, August 26, 2016 Bishop Spencer Place, Westport Room 4301 Madison Avenue, Kansas City, Missouri This…
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John F. Marshall, Senior Vice President Really successful Planned Giving officers are those who understand how important it is to impress upon their organization’s donors the need to engage in good, thoughtful estate planning. And, estate planning is far more than just creating a will, although that is normally a cornerstone to creating one’s estate plan. They also understand that…
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John F. Marshall Senior Vice President In fundraising, we often hear the words “people give to people.” Donors and prospects are more likely to give when they are comfortable with and feel good about the person who is presenting them with a request -- perhaps a university alum, a grateful patient or a supporter of the arts. But what exactly…
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Jeffrey D. Byrne President + CEO The Giving Institute recently hosted its Summer Symposium in Boston, and I attended a very informative session on "The Charitable Landscape and Donor-Advised Funds" presented by Matt Nash, a Senior Vice President with Fidelity Charitable. I felt the presentation made a good case for donor-advised funds, and has helped me re-shape my thinking around…
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Friday, August 14: Be sure to attend the Conference and catch John's session The Charitable Gift Annuity: What?...Who?...Why? John will share a comprehensive presentation focusing on the benefits of a CGA to the donor, beneficiary(ies) and the charity the types of CGA's the tax benefits determining the payment rates review of two CGA illustrations Register Now
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