Spotlight on the Charitable Lead Trust

The news this week that October’s IRS Discount Rate will drop to 1.4%, the lowest rate ever, puts downward pressure on our ability to market gift annuities and charitable remainder annuity trust gifts because of the slide in the charitable deduction available.The good news, however, is that this historic combination of the lowest discount rate […]

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Year-End Thoughts

By this time of the year, the last of the year-end annual fund appeals have been dropped in the mail, and you are busy focusing on donor retention by calling on your traditional year-end major gift donors. You are also most likely looking ahead to the next year and crafting an operational plan and strategy […]

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