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Recent Commentary
Field Guide to Donor-Centered Giving: New Rules, New Tools, New Culture
Planners like to see what happens when you implement a new idea in the field - Does it just look good on paper, or does it really get results? They need more information to be emboldened to advance donor-centered giving in their own shop. This article discusses challenges faced from more than a year of implementation of the Partnership for Philanthropic Planning's Guidelines for Reporting and Counting Charitable Gift. They also suggest how general lessons drawn may apply to other charitable organizations, including making a more compelling case for donor-centered fundraising, using new gift strategies with donors, and building a more collaborative fundraising culture.
CCA 202302012: Qualified Appraisal Required for Cryptocurrency Gifts
New Life for an Old Insurance Policy (Part II)
Donors transfer a life insurance policy to a charitable remainder unitrust and avoid income tax on the surrender of the policy. They are also able to obtain a current income tax charitable deduction, increase their retirement cash flow, and create a lasting legacy to support the treatment of brain tumors.
Flexible FLIP Unitrust-
Donors contribute "hard-to-sell" real estate to a FLIP Unitrust to avoid capital gain taxes on the sale, obtain a current income tax charitable deduction, minimize income for several years, and retain the flexibility to create a steady stream of income during retirement.