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National Association of Charitable Gift Planners

Recent Posts

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

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

[PPP Rebrand] Changing More than Just a Name- Creating Your Professional Home

Posted by National Association of Charitable Gift Planners on Jul 27, 2016 7:30:00 AM

It seems like a year since I wrote my last blog about “What We’ve Learned from Our Members”, but in reality it’s only been a few months. I guess it’s because from then until now, our rebrand has progressed at a rapid speed.

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Topics: Rebrand

PPP Summer Advocacy Campaign 2016

Posted by National Association of Charitable Gift Planners on Jul 7, 2016 10:00:00 AM

Since 2006 the IRA Charitable Rollover has allowed generous, older Americans to donate millions of dollars from their Individual Retirement Accounts directly to America’s charities – and the populations they serve – during a time when traditional charitable contributions were on the decline or remained flat.  The IRA Rollover has generated an enormous amount of new charitable giving to thousands of nonprofits that work every day to enrich lives and strengthen communities across the country.  Given the great success of the IRA Rollover, and the extent to which the charitable sector and donors alike have come to rely on this critical giving incentive, PPP was proud to lead the fight in Congress to make the IRA Rollover a permanent part of the tax code at the end of 2015.  And with this permanent, albeit limited, IRA Rollover firmly in place now is the time to push for an expanded provision.

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Topics: Advocacy, News, Charitable giving, Philanthrophy

Nonprofit Research Collaborative Tracks Upward Trend in Bequests

Posted by National Association of Charitable Gift Planners on Jun 22, 2016 2:58:51 PM

The most recent Nonprofit Research Collaborative report suggests overall health and a largely positive outlook for planned giving activities and income. The report of fundraising results through the end of 2015 also looks back through data collected since 2005. In 2015, 58% of 760 responding organizations reported increased planned gift receipts, the highest in the decade of trends being surveyed.

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Topics: philanthropy, planned giving, General, Research, trends, bequests, Charitable giving, charitable planning, planned gift