All the content you need to learn planned giving. Organized, compiled, and edited by experts in the field.
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Thank you! Why not take Major Gifts I.Q.? Planned Giving and Major Gifts both go hand in hand.
Under the new SECURE Act, the RMD (Required Minimum Distribution) and QCD (Qualified Charitable Distribution – Charitable IRA Rollover) ages have both been raised to 72.
Can a donor gift their home, continue to live in that home, and receive a charitable deduction?
Can a donor give an animal shelter a sailboat and take a deduction for its full fair market value?
Does a donor need to write a new will to make a bequest to your organization?
Can a donor make a gift of closely held stock to your organization on the condition that another shareholder must purchase it?
Can real estate be used to fund a charitable gift annuity?
Can a donor make a gift of a paid-up, whole life insurance policy?
Can a donor change their mind after making a planned gift in a will or retirement plan?
Can a donor direct how their bequest must be used by your organization?
When marketing a unitrust or annuity trust, is it accurate to say, “contribute appreciated assets and pay no capital gains tax?”
When a donor establishes a life-income gift, should you stop soliciting him for annual contributions?
Should you continue visits once a donor has included you in her will?
Are nonprofit corporations shielded from lawsuits for environmental problems on real estate they accept as gifts?
Are overhead costs for pooled income funds and gift annuity portfolios the same?
Do all American adults have a written will?
Does a charity need to inform anyone when it decides to sell donated property it no longer wants?
Should a donor discuss their charitable goals with their financial advisor?
Can you make a planned gift with retirement plans such as 401(k) and 403(b) accounts?
Is there such thing as a flexible endowment?
Are Charitable Lead Trusts tax-exempt?
Are major gifts always made with cash?
Is it impolite to ask a long-time donor to consider a major or planned gift?
Should you use legal terms like “bequest” when talking with donors?
Are Charitable Gift Annuities complicated?
Can a charity market gift annuities in other states?
Can a donor tell a donor advised fund (DAF) what to do with the money they donate to the DAF?
Are major donors always the most likely to make planned gifts?
Major Gifts LLC
1288 Valley Forge Road
Valley Forge, PA 19460
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