Are You Getting the Most from Your E-mail Tracking?
Remember how great it was when caller ID first became available? Gone was the uncertainty as you answered the phone and waited to discover who was calling.…
Ask the Experts - Reducing minimum IRA distributions in subsequent years
I have a donor who is asking if the benefit of reducing required minimum distributions in subsequent years would change if the markets rebounded in the…
The IRA Rollover has NOT been extended through February 2012
After several clients sent us emails asking about the status of the IRA Rollover and whether it had been extended through February, Pentera confirmed that…
Ask the Experts - When to Issue an 8283 Regarding Property in a Flip Trust
There is a FLIP trust that holds a condo in Cape May, New Jersey. The property has been appraised but not sold. Can we issue an 8283 to the donor when the…
Ask the Experts - How to Reflect a Gift of Gold
The exchange of the gift of gold is complete. Now that that part of the transaction is complete, there seems to be some internal debate as to the type of…
Are You and Your Donors Speaking the Same Language?
In the planned giving field - like any specialized endeavor - there is often a lot of insider jargon. For internal communications, such lingo saves time…
Women: The Force for Changing the World
Gender matters. Women are not a niche audience. Women are the audience. Current research indicates that across income brackets, women are more likely to…
ACGA Announces New Charitable Gift Annuity Rates Effective January 1, 2012
New Suggested Rate Schedules Effective January 1, 2012
Get On Board with Generational, Life-Stage Marketing
Marketing in the planned-giving field is not a "one size fits all" approach. On the contrary, when it comes to selecting charitable gift…