Donors: Goals and Concerns


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

Letting a CGA Get Lunch

Marianne is a widow in her early 80s. She and her husband Richard both grew up in Seattle, and were married for more than 50 years before Richard passed away. Marianne has no children, and has always assumed that she would divide her estate between her two favorite charities.

Rule of 72

The rule of 72 is a simple calculation of estimating the number of years it will take for a given amount of money to double in value, at a specified rate of interest.