Monthly Archives: January 2016

What happens when the donor knows more than the fundraiser? The fundraiser better be on their A-game.

Imagine this scenario: you’re meeting with a donor about a major gift donation and they tell you they’ve set up a trust fund for their children and are in the process of setting up their own family foundation. The donor … Continue reading

What is happening with bequests?

Fewer North Americans are drafting wills – that makes getting a bequest that much harder Based on the stats that 60% of individuals have a current estate plan and of those only 4% have included charity in their estate planning … Continue reading

Charities Be Aware: More Donations Come Annually from Bequests than Corporate Giving

 Where are you spending your time chasing donated dollars? If you answer writing grants and proposals to corporations, you’re probably right. $22 Billion was directed from bequests to charity versus $15 Billion from corporations in 2011. (Giving USA 2011) For … Continue reading

2016 Tax Changes Regarding Charitable Donations

I thought I would summarize the budget changes that impact charitable donations, for your consideration and for discussion with your donors. On December 7th, 2015 the federal government announced a 4% increase in tax credits for individuals with an income … Continue reading

Happy New Year!

As we embark upon 2016, many have decided to make New Year’s resolutions.  Let me suggest several estate planning to-dos that shouldn’t be ignored as we are in the early days of 2016. Update your will – since 60% of … Continue reading