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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

Culture Quiz: The Importance of Storytelling

Posted by Barbara Yeager on Sep 29, 2016 1:55:38 PM

Another study has confirmed Russell James’s finding that people are more motivated to make legacy gifts by stories that feature living donors. The online survey completed by 2,518 US adults, found that those who had read stories about living – as opposed to deceased – legators expressed an even greater interest in leaving a legacy. The participants all reported significantly greater interest in making a bequest gift than making a donation within the next three months after they read vignettes of donors’ life stories and their planned charitable bequests.

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Topics: NCPP, Research, Charitable giving, Philanthrophy

Forever Change the Way You Plan Trips: Mapping Donor Data

Posted by National Association of Charitable Gift Planners on Mar 24, 2016 3:18:30 PM

 

Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. If you’re on the hunt for mapping software to track donor visits and plan efficient travel, you’ll find recommendations made by charitable gift planning professionals in a PPP discussion forum.

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Topics: philanthropy, donors, fundraising, planned giving, General, NCPP

BEQUESTS: Where to Find Them and How to Get Them

Posted by National Association of Charitable Gift Planners on Jan 26, 2016 10:53:54 AM

Session Highlights-National Conference on Philanthropic Planning, (NCPP2015)

At the National Conference on Philanthropic Planning, Jeff Lydenberg reviewed key research and tips to help gift planners take advantage of the ‘under-appreciated bequest.’ This is foundational advice since bequests are the largest source of planned giving revenue for charities both large and small.

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Topics: philanthropy, donors, fundraising, planned giving, General, NCPP

NCPP2015 Highlights--Getting Donors to Act

Posted by National Association of Charitable Gift Planners on Dec 9, 2015 3:28:49 PM

Gift planners at the National Conference on Philanthropic Planning loved Justin Miller’s session, “Philanthropic Planning Paralysis: Getting Donors to Act.” Justin is wealth strategist at BNY Mellon and an adjunct faculty member at Golden Gate College of Law. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, and he spoke at NCPP for the first time this year.

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Topics: philanthropy, donors, fundraising, planned giving, General, Leadership, NCPP