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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...
Marine Corps Heritage Foundation Client Profile
Gayle Union, Estate Administration & Gift Planning Manager for the Marine Corps Heritage Foundation (MCHF), has been working to preserve the legacy of the Marine Corps for over 15 years. The organization shares the history and impact of the Corps through the...
Building Legacy and Loyalty
How Susan Damiani Grew The McCallen Society at St. John’s University For more than 20 years, Susan M. Damiani, M.B.A. ’87CBA Director of Gift Planning and head of The McCallen Society at St. John’s University, has been a driving force in transforming legacy giving...
No plan? Start here—and yes, run it alongside your campaign
Building Your Planned Giving Program from the Ground Up Marketing Campaigns, Donor Conversations, Planned Giving Essentials, Planned Giving Stories You don’t need a 40-page strategy to begin. Start with these simple tasks and you’re moving: Hang Your Shingles: Let...
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