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The basic federal estate-tax exclusion amount for estate of people who die in 2015 is $5,430,000, up from $5,340,000 in 2014.
This is a widely used statement outlining an "industry standard" of what how we, as fundraisers and nonprofits, should view and treat our donors.
Wondering how to approach that first visit to a major gift prospect? Mayo Clinic Development Officer Patrick Steward offers his top three goals for a first visit to a potential benefactor.
Trusts are a key aspect of non-charitable estate planning. Yet they are important for gift officers to have a handle on, both because it works to your advantage to have a complex understanding of the potential goals and avenues available to your benefactors, and
The Alternative Minimum Tax is a tax meant only for the wealthy, but one that has paralyzed much of the middle class for decades. Fortunately, as of the end of 2012, it has been permanently defanged. Granted, the AMT hasn’t gone away. But this law, which has been modified 19 times since 1969, will need no more patches.
Gift officers are not Boy Scouts, but the Scouts' motto of Be Prepared fits well in the realm of the gift officer. Below, please find what we're calling guidelines but could just as well be called strategies— tactics for developing a successful gift officer modus operandi.