This article discusses why you might not want to start out tracking donors and donations, and creating their charitable receipts, using a homegrown system.
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.
According to the findings of a recent survey on the emerging world of social finance, senior executives from nonprofit organizations around the world are keen to access new forms of capital for their organizations.
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.
Best practices for selecting and managing a constituent database at smaller NPOs.
How technology has affected donor stewardship – and how it hasn’t.
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