Advancement Services Report

Provided as a service of Bentz Whaley Flessner

Friday, November 9, 2007

Donors Harvest Tax Benefits of Hot Stocks

This Wall Street Journal article explores how the market's rise has spurred many to give shares to charities. More people are giving stock to charity in lieu of cash. Here's what author Tom Herman urges donors to consider the following.

  • - Rising markets have pushed up the value of many securities.
  • - Stock gifts net a tax deduction and spare you paying capital-gains tax.
  • - For the best tax result, donate shares owned for more than a year.

Read the full 11.07.07 Wall Street Journal article by Tom Herman.

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Wednesday, November 7, 2007

Why Young Alumni Don't Give

Statistics show that alumni participation rates are slipping, and a large factor to this is the lack of giving by an institution's younger alumni. Recent graduates make up a large portion of the alumni base, yet colleges and universities have struggled in reaching them with a clear and relevant message on the importance of philanthropy.

In this article, Sam Huleatt, a recent MBA graduate and entrepreneur, discusses this trend and ways that educational institutions can reach out to the younger generation.


Here is a link to the blog entry.

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Tuesday, November 6, 2007

Hacking Philanthropy: the Emergence of Markets Can Change the Sector

Brad Burnham discusses ideas that came out of a private conference in New York called "Hacking Philanthropy." At the meeting there was a great deal of the discussion on the emergence of markets as an organizing principle in philanthropy.

Read more of this 10.24.07 article from onPhilanthropy.

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