In the webinar “Charitable Planning with Art and Other Collectibles,” U.S. Trust’s Ramsay Slugg leads gift planners through the technical details. It’s important information to have on hand when you learn that a client or donor’s philanthropic goals could be accelerated by her valuable collection. What that collection means to her, and whether she really understands what it’s worth are part of the discovery process you’ll undertake as the gift is planned. This digest of facts and opinion offers starting points as you investigate an asset of passion.
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.