by Colleen Bowman | May 2, 2023 | blog, Tech Tuesday
70 ½ vs. 73? We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around each age? When it comes to marketing this great gifting strategy, the problem is both...
by Andrew Abraham | Apr 3, 2023 | blog, Uncategorized, Wisdom Wednesday
Are you 85? I didn’t think so … We’ve talked about the mindset of our most senior donors in the past. And we’ll most likely talk about it forever. Why? None of us know what it’s like to be 85 – unless we’re 85.We’ve all...
by Andrew Abraham | Apr 3, 2023 | blog, Training Thursday
Generational Marketing – Traditionalists Traditionalists include those aged 77+ and will be a key group when it comes to your planned giving outreach.Learning how to communicate with this portion of the population is important for your success. Discovering the...
by Andrew Abraham | 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...
by Andrew Abraham | 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...
by Andrew Abraham | 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...
Recent Comments