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Introduction How important is corporate giving to higher education? What motivates which companies to give to which types of institutions? What strategies can colleges and universities use to focus their corporate relations programs and activities in the most productive ways? These and related issues are addressed below under “Trends,” “Motivations,” and “Strategies.” Trends Giving by [...]
Join us for the CASE District VI 2012 Conference January 8-10. 2012 in Denver, Colorado! John McConnell will present “Corporate Relations: Trends, Motivations, and Strategies” Does your president, chancellor, or board chair say, “Just read corporate giving increased last year. Why aren’t we raising more money from corporations?’ How do you respond? What are the [...]
One truism in annual giving is knowing that it is usually less expensive to keep the donors you have than finding new ones each year. Yet, we often spend proportionally more in mailing to and calling non-donors or unlikely donors than in working hard to keep those who have made gifts, especially first-time donors. If [...]
ARE YOU READY FOR THE IRA CHARITABLE ROLLOVER SEASON? Through December 31, 2011, IRA owners age 70½ or older can make direct, tax-free transfers to qualified charitable organizations—up to $100,000. Scoring: People 70½ and older can take advantage of this opportunity to transfer dollars tax-free from their IRA accounts by doing the following: Transferring the [...]
Over the years, while being involved with comprehensive campaigns and also running marathons, I have been struck by similarities between the two. Comprehensive campaigns often last six, seven, eight years. Marathons are 26.2 miles long. Campaign success is usually evaluated by reaching – even exceeding – an overall dollar goal. Marathons, by achieving a target finishing [...]
Starting in 2010, individuals regardless of their incomes can convert their traditional individual retirement accounts (IRAs) to Roth IRAs. However, because traditional IRAs were made with pre-tax dollars, persons who convert to Roth IRAs will have the entire amount of the funds converted added to their adjusted gross incomes and taxed at ordinary income tax rates.
IRA charitable rollovers are back! The $700 billion bailout legislation President Bush signed into law on October 3, 2008, extended opportunities for IRA owners age 70 1/2 to make direct, tax-free transfers to charitable organizationsup to $100,000 in both 2008 and 2009.
IRA charitable rollovers have become a hit with donors. The National Council on Planned Giving estimates that at least $25 million was given through the rollovers between August and December 2006. Line Ups People age 70½ and older can take advantage of this opportunity to give up to $100,000 tax-free to charity by doing the [...]
After seven years, the Dow Jones Industrial Average reached a new high on October 7, 2006. What does this mean for our work with major donors and prospective major donors?
