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70 ½ vs. 73?

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?

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 – 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...

It’s Not About Tax Law – It’s About Your Donors

It’s Not About Tax Law – It’s About Your Donors

It’s Not About Tax Law – It’s About Your Donors Refocusing Planned Giving on Values and Legacy Planned giving has always been part relationship building and part technical expertise, but the technical landscape has shifted considerably. Major tax law changes since...