Biden’s Tax Proposals and Potential Implications on Giving

Planned Giving

Biden’s Tax Proposals and Potential Implications on Giving

President Joe Biden’s proposed tax changes could impact high-net-worth individuals and their charitable giving choices. While the proposals include increasing the top rate on taxpayers making more than $400,000 and increasing capital gains and dividend tax rates for taxpayers earning more than $1 million annually, these changes have the potential to spur charitable giving by

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Planned Giving: A Tactful Approach

Many people have approached us for advice about asking for gifts, including planned gifts, which may be particularly sensitive in these times. Below, senior consultant Greer Polansky answers the most commonly asked questions about planned giving and COVID. 1) Is it appropriate to continue planned giving discussions right now? The short answer is yes, for

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Why Planned Giving Is More Important to Healthcare Organizations Than Ever Before

With razor thin margins and changing reimbursement rates, hospitals and their health systems are increasingly turning to philanthropy to modernize and build facilities, fund new programs, and recruit and retain talented medical staff. In this fast-paced conversation (see link below), Jay Angeletti and Joe Tumolo of Gift Planning Development, LLC, discuss how the world of

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5 Steps to Growing an Effective Planned Giving Program

With competition for philanthropic dollars greater than ever before, fundraisers are getting creative with strategies to identify and pursue impactful gifts. And while new and innovative approaches are always needed, the answer to larger, more impactful gifts may be in your donor database already: planned gift prospects. Planned gifts represent a significant fundraising upside—they are

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