3 Complicated Planned Gift Options Explained

We were, initially, hesitant to produce anything on planned gift options under the current President and his administration. Simply put, it seems that anything, including tax codes, can change on a daily basis. Please ask your donors to check with a financial advisor when considering these, or any … [Read more...]

4 Types of Bequests and Estate Gifts

Planned Giving Explained We receive a lot of questions about planned giving.  It is an element of fundraising that everyone knows they should be incorporating, but many organizations don’t know where to start. We would like to help. We are going to do a small series that will explain some of the … [Read more...]

Uncovering A Hidden Planned Gift

I recently participated in the solicitation of a rather peripherally involved 82-year-old donor of one of our clients.  We were going to ask for $100,000, when, before we could even begin, the donor said that he had already provided a $100,000 planned gift for the congregation in his estate … [Read more...]

Successful Capital Campaigns Help With Planned Giving

Successful capital campaigns not only raise money…but also help with planned giving  The chair of the Board of a client organization recently paid me the supreme compliment. “Mersky simply will not take no for an answer when it comes to engaging and soliciting our donors. He will always find … [Read more...]

My Great Aunt’s Lesson: Charitable Gift Annuity for the Middle Class Donor

You may have noticed that I don’t write about planned giving very often. In part, that is because it is not our main business - we help clients create planned giving opportunities and aide in planned giving “asks,” but we have rarely, if ever, been engaged just to focus on planned giving. The other … [Read more...]

Responding to Donor Objections

Last week, I attended a capital campaign donor event for a client.  After the presentation, when attendees were asked for input on the proposed project, one prospective major donor suggested an extreme change to the plan. That was closely followed by a flippant comment about how it would be hard to … [Read more...]

Planned Giving: A Better ROI than a Bank CD

Have you looked at the rates of return that banks pay on certificates of deposit lately?  As we age, we are often advised to keep a significant portion of our investments, “short and liquid.”   Well, a one year certificate of deposit today—even at Jerry Stiller’s Capital One Bank—is only going to … [Read more...]

Are You Ready To Start A Planned Giving Program?

If your answer is yes, do you know what it takes to develop and run a planned giving program? Do you think this is the time to take on something new?  Not just the idea that you will make it work.  Particularly something where you might not see revenue for ten, twenty or thirty years?  As with … [Read more...]

Interest Rates and Fixed Incomes

One of the ways to market planned giving is through consistent, coherent communications that appear in your newsletter.  The idea is to stimulate an idea in someone’s mind so that they raise their hand and say, “I would like to know more about how I can save taxes, increase my income and alleviate … [Read more...]

Q. Can you give me more information on planned giving?

A. Bequests, Endowment Gifts, Charitable Lead Trusts, Charitable Gift Annuities, deferred charitable gift annuities, charitable gift of securities, real estate, life insurance, retirement plans, charitable remainder trusts, living/revocable trusts, Totten Trust, or donor advised funds (more … [Read more...]