Try searching here:
Or you may be interested in the below:
70 ½ vs. 73?
IRA Gifting Ages Explained: 70 ½ vs. 73 Tech Tuesday Other donors like me, make gifts like this. 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...
Wisdom Wednesday – Are you 85?
Understanding Our Most Senior Donors: A Unique Perspective Wisdom Wednesday Are you 85? I didn’t think so… Listen with intent; every donor has a story. We’ve talked about the mindset of our most senior donors in the past. And we’ll most likely talk about it forever....
Generational Marketing – Traditionalists
Generational Marketing: Connecting with Traditionalist Donors Training Thursday Interact with intent and respect. 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...
Tech Tuesday – IRS Discount Rate
Understanding the IRS Discount Rate for Charitable Gift Annuities Tech Tuesday 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...
Building a Legacy for the Future
How Teresa Hartman Grew Planned Giving at Our Mother of Perpetual Help School When Teresa Hartman returned to Our Mother of Perpetual Help School (OMPH) in Ephrata, PA, as Director of Advancement, she came with deep belief in its mission. An alumna of the school,...
Campaign vs. Program
Campaign vs. Program The labels stand in the way of getting started,and getting started is the whole point.Language shapes how we think about our work and the possibilities within it.Nowhere is this more apparent than in fundraising, where terms like “campaign” and...
Catholic Schools at a Crossroads: Engaging Alumni of the Golden Era for a New Generation
Catholic Schools at a Crossroads Engaging Alumni of the Golden Era for a New GenerationIn the tapestry of American education, Catholic schools have woven a legacy of academic excellence, character formation, and service.In recent decades, however, shifting...
Recent Comments