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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

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