Think About it - The Roth IRA
What's so great about the Roth IRA, and why does congress continue to support it, even though it means an ultimate loss in tax income for the government?
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Donors: Goals and Concerns
The Importance of Being Donor-Centric
One of our primary missions must be to show our donors that we join with them as a defender. The only way to accomplish that is to prove you are genuinely interested in a) them as individuals, and b) the way they go about their philanthropy. To form and sustain the most effective partnership between donor and institution, you must be donor-centric even as you satisfy the needs and goals of your organization.
The Approach Less Taken
If you’re engaging a donor for a single purpose, such as a gift to a campaign, you'll find that traditional fact-finding discussions are generally successful. However, rarely if ever will you find traditional fact-finding interactions leading to commitments from donors that will truly make a difference long-term for your organization.
Decision Making in High Net Worth Households
Charitable giving is usually a family affair. The best strategy is usually one that includes everyone who will participate in the gift making decision as early in the relationship as possible.
Highlights from US Bank Survey
After consulting the US Trust Survey of High Net Worth and Very High Net Worth Individuals, hopefully you are convinced of the opportunities for philanthropy that can be found in the details.
Understanding Wealth Accumulation
A collection of books and web articles:
The Perfect Question
A few days after a staff training session focused on gifts of real estate, a relatively new gift officer named Russell left his office in the Midwest for a week of donor visits.
Never Assume They Know
Don't assume that high-net worth people and their advisors are well informed about what kinds of assets can be gifted.
Jim and Mimi, Part One: You Should Have Been There
Explore why it's important to have the development officer present at the solicitation. Part 1 of 3.
Call for Help
You don't have to be an expert in creative gift planning to be of great value to your donors and your organization. Know when to call in your colleague or advisor from gift planning.