No, I'm not referring to the famous episode of Seinfeld! I'm referring to ways to get your donors and prospects to actually read and keep your…
Ask the Experts - Deferred-gift-annuity income will be taxed depending on how gift is given?
When a charitable remainder trust is collapsed and the assets are transferred to our institution, we will take the life-income interest and set up a…
In terms of making a first impression, the masthead of your planned giving newsletter really sets the tone. Does it say to the recipient, "Read me…
How Donor-Centric Is Your Planned Giving Web Site?
In order to create the best user experience for visitors to your planned giving Web site, you must provide prospective donors with much more than simply…
Market Younger. Market Smarter.
Many successful businesses know the benefits of segmenting their marketing to cultivate consumers at a young age. Consider well-known companies such as…
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…