Tech Tuesday – IRS Discount Rate

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

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

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...
Slow Down So You Don’t Lose Your Donors-PSA 5

Slow Down So You Don’t Lose Your Donors-PSA 5

Slow Down So You Don’t Lose Your Donors-PSA 5 Planned giving people love to talk about the different ways to make a gift–and the tax or impact benefits these gifts can have. But these messages that talk about gift types, tax benefits, and impact benefits are...
Chasing Unicorns? – PSA 3

Chasing Unicorns? – PSA 3

Chasing Unicorns? – PSA It’s easy to get sucked into the allure of a sexy, complex gift – the elusive ‘unicorns’ of the planned giving world. But it’s the small gifts that come in regularly and frequently that provide the stable...

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