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Dealing with the Self-Dealing Rules: How well do you know them?

Posted by National Association of Charitable Gift Planners on Feb 14, 2017 10:10:05 AM

The rules prohibiting self-dealing are contained in Internal Revenue Code Section 4941. They are broad and complex and, unfortunately, they are often counter-intuitive. Being able to recognize when a self-dealing issue may be present is an essential skill for all planned giving professionals. You can help your donors and your organization avoid tax penalties by studying up on disqualified people and prohibited transactions. Jeffrey Davine's presentation at NCPP 2016, “Dealing with the Self-Dealing Rules,” addressed this very issue

Find out how well you know the self-dealing rules.

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Topics: donors, General, NCPP, gift planning, Philanthrophy

Fewer, Larger Gifts—It's Not Just US

Posted by National Association of Charitable Gift Planners on Jan 11, 2017 1:56:29 PM

The number of individuals supporting charitable organizations around the world appears to be shrinking. In Australia, a recent study found that 81% of Australian adults gave a total of $12.5 billion dollars to charities over 12 months in 2015/16, up from $7.7 billion in 2005. In 2016, the average donation was $764.08 and the median donation was $200. However, the research also pointed to a trend of fewer people giving more. While the percentage of people donating slightly decreased, the average donation increased in real terms by $210.16.

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Topics: trends

[Advocacy Update] 114th Congress Comes to a Close and What to Expect from the 115th in the New Year.

Posted by Perry Wasserman on Dec 21, 2016 2:50:05 PM

With the holidays right around the corner, most lawmakers have left Washington for the year. Congress is now in recess, save some brief pro forma sessions meant to thwart any attempts at recess appointments, until the 115th Congress officially convenes on Tuesday, January 3, 2017. Lets take a brief look at how 2016 ended and what we might expect from Congress in 2017.

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Topics: Advocacy

Pivoting - The Secret to Successfully Handling Difficult Donor Conversations

Posted by National Association of Charitable Gift Planners on Dec 12, 2016 11:05:01 AM

At the 2016 National Conference on Philanthropic Planning (NCPP), attendees learned many valuable techniques and skills in handling interactions with potential and current donors to their organizations. One session offered was “Pivoting - The Secret to Successfully Handling Difficult Donor Conversations” presented by Anne T. Melvin, Director of Training and Education, Harvard University. The following is a brief snapshot of that session.

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Topics: donors, General, NCPP, gift planning

CGP Advocacy Update: Post Election Outlook

Posted by Perry Wasserman on Nov 16, 2016 10:41:51 AM

On Tuesday November 15th CGP’s contact in Washington, Perry Wasserman, provided a post-election update on 2017 tax issues and the “lame duck” session. Below, Perry answers CGP member's questions from the webinar. 

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Topics: Advocacy

[Legislative Update] Charitable Giving Bills to Watch

Posted by Perry Wasserman on Oct 14, 2016 9:39:00 AM

Congress is presently in recess until after the November election, at which point lawmakers will return to DC for a lame-duck session that should pick-up steam in the weeks between Thanksgiving and Christmas.  During these waning days of the 114th Congressional session, CGP is monitoring a number of bills that would directly affect charitable giving incentives.  These bills include:

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Topics: Advocacy