Tech Tuesday – IRS Discount Rate

by | Feb 21, 2023 | blog, Tech Tuesday

IRS Discount Rate   With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of this we’re all becoming reacquainted with the IRS...
Wisdom Wednesday – Planning for 2023

Wisdom Wednesday – Planning for 2023

by | Jan 12, 2023 | blog, Wisdom Wednesday

Planning for 2023  New year, new view on planned giving fundraising Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants. The new year is a great time to pause, reflect, and reset. Most of us think...
Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

by | Jan 12, 2023 | blog, Tech Tuesday

Consolidated Appropriations Act of 2023 and Secure 2.0   By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age...

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