Adam explains how art is appraised for tax receipt purposes, the advantages of lending art to a charity, and the special considerations for Canadian art.
Adam explains what flow-through shares are, how they can be used in tax planning, and how charities can benefit from gifts of flow-through shares.
At first glance, the idea of marketing planned giving programs might appear to require a certain degree of delicacy. After all, isn’t it about asking people to think about their own death? While it may appear that way at first, planned giving professionals explain it differently.
Adam explains the advantages of life insurance as a planned gift, when receipts can be issued for such a gift, and the different types of life insurance policies that are currently available.
Adam explains what a charitable remainder trust (CRT) is, how CRTs are used in tax planning, and how donors can get tax credits now for shares donated after death.
How to market your planned giving on your website.
How technology has affected donor stewardship – and how it hasn’t.
How to track the success of your planned giving program, including with different planned giving vehicles.
The bad news about grant proposal writing is that grantmakers will never fund what you want them to. They only fund what they want to fund.
How keeping records of your meetings with donors can help your planned giving program be successful.
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