What Fundraisers Need to Know About the Secure 2.0 Act

Planned Giving

What Fundraisers Need to Know About the Secure 2.0 Act

With President Biden’s signature on the Consolidated Appropriations Act of 2023 (and the SECURE Act 2.0 package within it), new opportunities have opened for philanthropy. But some changes also require that fundraisers look at their promotional materials and begin their conversations with donors differently from the recent past. The Angeletti Group recommends fundraisers focus on

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4 Reasons to Invest in Planned Giving Today

There is a great, untapped resource of charitable people in the U.S., and it might not be who you’d expect.   Blackbaud Institute recently found that not only has charitable giving exploded in the U.S. since the pandemic, but the average age of donors has risen from 62 to 65. Older individuals are becoming more

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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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