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Financial Advisor September 2006 Beck & Leibell	Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood	Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work.
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
AFP eWire May 17, 2011	Why the Donor's Story Matters Here are some ways to take a step back and really understand a prospective major gift donor -- their philosophy of giving, their giving priorities and even their views on money itself.
AFP eWire April 19, 2011 Michael J. Rosen	Five Common Myths About Planned Giving These myths can lead organizations to take no action or to take the wrong action where planned giving is concerned. Here are five common myths rebutted.
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Registered Rep. October 1, 2004 Leibell, Daniels & Prince	With Strings Attached Here are five alternatives for donors who wnat to retain some say-so over money donated, even after it has been donated.
AFP eWire March 12, 2007	Charity Advisers Growing Popular Donors consulting with professionals to help them identify worthy charities to support is a fast-growing trend.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
AFP eWire September 1, 2015	Chatting about Donor Retention with John Greenhoe, CFRE We got to chat with John recently about donor retention, discovery calls and how he plans on topping his webinar from last year.
Investment Advisor December 2009 Tere D'Amato	Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities.
Commercial Investment Real Estate Sep/Oct 2014 Mary Stark-Hood	Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law.
The Motley Fool July 7, 2006 Dan Caplinger	Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you.
Investment Advisor November 2005 Robert F. Keane	Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads.
AFP eWire October 12, 2004	New Giving Strategy Allows Donors to Control Fund Management The Internal Revenue Service (IRS) has approved a new way for donors to give to charity but manage the contributed funds for up to a decade, according to a recent article in The Wall Street Journal.
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood	Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests.
AFP eWire December 18, 2012 Laura Kalick	Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year.
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood	Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations.
AFP eWire May 7, 2014	Top Ten (Week of May 7, 2014): The Quickest Way to Lose a Donor Content and Curation for Nonprofits.. What If You Have No Major Gift Officer?... The Quickest Way To Lose A Donor...
Registered Rep. May 4, 2011 Jerry Gleeson	Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days.
AFP eWire November 5, 2007	Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research.
AFP eWire July 7, 2009	Donor Numbers and Revenue Per Donor Shrink in First Quarter '09 Not only is the United States seeing a drop in donor numbers since their peak in 2005, the economy has left those donors giving less.
AFP eWire September 5, 2006 Robert E. Carter	Quick Tips: Nine Guidelines for Gift Recognition Here are nine tips to help fundraisers ensure their gift recognition policies are effective and maximize the donor cultivation process.
AFP eWire May 20, 2014	Donor Retention -- The Talk of The Town Some of you may be thinking, "Retention? Enough Already!" The truth is - it's important, it's a hot topic and it's not going anywhere.
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
Commercial Investment Real Estate Nov/Dec 2013 Mary Stark Hood	Real Estate Gifting Realized: Business Opportunities for Real Estate Professionals Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Registered Rep. January 18, 2011 Jerry Gleeson	Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions.
AFP eWire October 22, 2014 Erik J. Daubert	Get FIT and Improve Your Fundraising: The FEP's Fundraising Fitness Test Both the Fundraising Effectiveness Project and the Growth in Giving Initiative contain great secrets and insights into the issue of donor retention.
Commercial Investment Real Estate Jan/Feb 2014 Mary Stark Hood	Real Estate Gifting Realized: Donors, Charitable Organizations, Education, and Chapter Involvement Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson	A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?
AFP eWire May 10, 2011	More People Donating Online, Say Fundraising Costs a Key Concern A new study shows that more donors from every age group are going online to make a donation, and they are increasingly sensitive to over-solicitation and fundraising costs.
Financial Planning August 1, 2009 Martin M. Shenkman	Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances.
Commercial Investment Real Estate May/Jun 2014 Chase V. Magnuson	Donation Equation Here's how to solve planned real estate gift conundrums.
Registered Rep. April 5, 2011 Charles Paikert	Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered.
The Motley Fool September 28, 2006 Dan Caplinger	Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve.
AFP eWire March 6, 2012 Jerry Panas	Ask, Don't Tell: Three Types of Power Questions That Build Donors for Life You may be wondering: What should I say to a potential donor to create a deep personal connection with him? Actually, there's very little you should say - but there is plenty you should ask.
AFP eWire June 19, 2013	Ten Things You Might Have Missed (June 19, 2013) Crown Point students get an education in charitable giving... 5 Causes of Sloppy Fundraising... Tips for Getting More Appointments with Potential Donors...
Financial Planning June 1, 2005 Jim Grote	Errors of Construction When setting up charitable remainder trusts, the devil is in the details. How CRTs go wrong gets incredibly complicated, which is reason enough for planners to tread carefully.
AFP eWire January 26, 2010	A Peek at the Philanthropist's Playbook More and more, high net worth donors are not looking for a cause to support (they have that already), they are looking for an organization that does great work.
The Motley Fool December 6, 2004	Gift Stock and Capital Gains Gift-giving season is around the corner, as is the end of the year, with all its tax effects. So now is a good time to consider what happens, taxwise, to gifts of stocks.
AFP eWire May 21, 2004	Gifts of Patents, Intellectual Property Under Congressional Microscope A provision in the JOBS (Jumpstart our Business Strength) Act, recently passed by the Senate, would limit a donor's deduction for gifts of intellectual property.
AFP eWire February 9, 2009	Donor Recognition: Thinking Like a Donor The value of recognizing your donors goes far beyond showing appreciation for a gift. Recognition can motivate donors to be strong and lasting supporters of your organization.
AFP eWire July 14, 2008	In Weak Economy Loyalty is Stable Currency Fundraising revenues and donor counts are both down for the first quarter of 2008 compared to the same time last year, according to a new report.
The Motley Fool January 4, 2007 Dan Caplinger	Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
The Motley Fool November 9, 2006	Capital Gains on Gifts How do capital gains work on stock received as a gift?
Financial Planning March 1, 2006 Suzanne McGee	High Impact Philanthropy Today's donors want to do more than attend benefits -- hey want to effect real change. And they're counting on financial advisers to help them channel their generosity.
AFP eWire October 16, 2012	The Planned Giving Toolbox: Learning to Talk about Planned Giving Fundraisers don't need to be experts on planned giving, but they do need to be able to talk knowledgeably about planned giving options and spot opportunities for donors, according to Greg Hammond, President of Planned Giving Strategies.
AFP eWire May 3, 2011	Fundraisers Reveal Most Anxious Moments Fundraisers say trying to get nonprofit board members involved in fundraising and making a call to a prospective new donor are two of the most challenging and anxious moments in their jobs, according to an informal online poll by the Association of Fundraising Professionals
AFP eWire September 2, 2008	Why You're Fundraising: The Case for Support With thousands of charities to choose from in any community, why should a donor give to your cause? It all comes down to the case for support.