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

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

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

The Results Are In: A New Name for PPP

Posted by National Association of Charitable Gift Planners on Jun 1, 2016 2:30:12 PM

Over the past several months we have been talking a lot about shifting the strategic direction of the organization and addressing a rebrand, a new website and even a new name to support those changes now underway.

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Topics: philanthropy, planned giving, General, Rebrand, Research, Technology

Interprofessional Teamwork: Core Competencies for Planned Giving

Posted by National Association of Charitable Gift Planners on May 20, 2016 10:55:43 AM

Improve Your IQ (Interprofessional Quotient)—Be A Team Planner

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”

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Topics: philanthropy, planned giving, Advocacy, General, Leadership, Teamwork

The Journey to a New Brand

Posted by National Association of Charitable Gift Planners on May 2, 2016 9:34:26 AM

Rebranding an organization doesn’t always have to be so serious, it can be fun and exciting, too. At least, that is how I’ve looked at the process thus far.” Sarah Rosenberger, PR & Marketing Manager

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Topics: philanthropy, planned giving, General, News, Rebrand