by Richard Perry and Jeff Schreifels | Dec 8, 2014 | Bull Market, Capital Gains, IRA, Stocks, Tax Planning, Year-end Giving | Giving, Major Gifts, Uncategorized
When the market goes up, especially at the end of a calendar/tax year, MGOs need to move into action – reminding their donors that now is the time to make some decisions that affect the tax implications of their market gains. There is little doubt that many donors who...
by Richard Perry and Jeff Schreifels | Nov 3, 2014 | Confidence, Solicitation, Year-end Giving | Major Gifts, Moves Management, Uncategorized
The MGO could not believe that his high-capacity donor would actually say it, but he had. They were just finishing up a round of golf, and the donor turned to the MGO and said: “Bill (not his real name), I would really like to do something significant at year-end. Why...
by Richard Perry and Jeff Schreifels | Sep 15, 2014 | Donors, Stock Gifts, Year-end Giving | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
It’s September, and it’s almost Christmas. I know this statement can be irritating; if you’re like me, you are annoyed by the Christmas promotions that are happening earlier every year. But here is one area you need to be thinking about and planning for right now as...