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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...
Answering the Call: How Rosary Academy Is Building for the Future
Answering the Call: How Rosary Academy Is Building for the Future For Kristie O'Campo, returning to Rosary Academy was never part of the plan. More than a decade ago, she was enjoying a career in higher education and raising young children, content with the path she...
Appreciated Stocks: The Gift That’s Already There
Appreciated Stocks The Gift That’s Already There Many donors still give with cash simply because it is the default. But for donors who own appreciated stock, donating shares directly can often be a more tax-efficient and impactful way to make a gift. The core message...
Donor-Advised Funds: What Every Nonprofit Needs to Know
Donor-Advised Funds The Fastest-Growing Charitable Giving Vehicle — And What It Means for Your OrganizationDonor-advised funds, or DAFs, have become one of the fastest-growing charitable giving vehicles that allow donors to make a contribution, receive an immediate...
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