11 reasons why donors and organizations love charitable gift annuities

iMarketSmart

Related Posts: >>Can you tell your supporters that a CGA can deliver “guaranteed” income or not? eCourse: Online Charitable Gift Planning by Dr. Russell James. The post 11 reasons why donors and organizations love charitable gift annuities appeared first on MarketSmart, LLC |. Why donors like CGAs.

Can You Tell Your Supporters That a CGA (Charitable Gift Annuity) Can Deliver “GUARANTEED” Income or Not?

iMarketSmart

John Jensen (Sharpe Group) stood up and gave everyone a thorough dissertation on the dangers of using the words “guaranteed” and “investment” in your charitable gift annuity marketing.

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Can You Tell Your Supporters That a CGA Can Deliver "GUARANTEED" Income or Not?

iMarketSmart

I attended a local monthly planned giving event a while back and learned a lot about how not to market charitable gift annuities. The post Can You Tell Your Supporters That a CGA Can Deliver "GUARANTEED" Income or Not?

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3 Reasons Why You Should Market Charitable IRA Rollovers (And What They Are)

iMarketSmart

Develop a marketing strategy for Charitable IRA Rollovers? What are IRAs and Charitable Rollovers. The Charitable IRA Rollover came into existence thanks to the Pension Protection Act of 2006 (PPA). 3 Reasons Why You Should Market Charitable IRA Rollovers.

Three Ways to Be Charitable

Cause Related Marketing

On what you want from your charitable activities,” I reply. The amount of the Zakat is based on wealth and income. Since the Zakat is given every year, and is a donation based on wealth rather than income, it can add up to substantial sums in a hurry.

4 forces primarily responsible for making people charitable

iMarketSmart

Brooks , there are 4 forces in American life that are primarily responsible for making people charitable: Religion. Skepticism about the government’s involvement in people’s economic lives – Brooks wrote that politicians and a significant number of people take credit for being charitable without spending their own money because they, instead, support policies of income distribution through taxation and this affects their private giving.

How to market the Charitable IRA Rollover?

iMarketSmart

In case you forgot, the American Taxpayer Relief Act of 2012 reinstated the Charitable IRA Rollover through December 31, 2013. While they will not be hit with any tax for making the withdrawal, they also will not get an income tax deduction either.

#PHILANTHROPY: Evidence Of ‘Emerging Charitable Markets’ & How To Tap Into Them

Non Profit Marketing 360

They have discovered not so much a shift in the habits of giving among Jewish donors but demographic and economic shifts that are opening what they call ‘emerging charitable markets.’

10 reasons why donors and fundraisers like Rollover IRA giving

iMarketSmart

Instead, they could make a qualified charitable distribution (QCD) to avoid paying tax on the RMD (since it will increase their adjusted gross income). Then the QCD transferred directly to charity will likely also reduce their taxable income ; 3.

Charitable Giving Recovering Faster Than Anticipated – Giving USA

Fundraising Coach

This means charitable giving showed a 3.5% This is the 3rd consecutive year since the depths of the Great Recession that has seen charitable giving grow. This is a big deal because between 2007 and 2009, charitable giving in the USA dropped 15% !

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Finally, you can learn what words work to raise money!

iMarketSmart

For instance, some of the worst words for planned gift marketing are: Bequest; Charitable Gift Annuity; and Remainder Interest Deed. Last year I worked with Dr. Russell James to present his findings in the ground-breaking webinar titled Words that Work (get the quick-read eBook here ).

#Philanthropy: President’s Jobs Bill & Tax Proposal Not Warmly Welcomed By Charities

Non Profit Marketing 360

Perhaps the most talked-about realignment pertains to the ‘ Buffett Rule ‘, a popularly-coined term reflecting Warren Buffett’s dismay at paying less income tax than does his secretary. One loophole the president wants to reduce concerns the deductions of taxes made by the wealthy to charitable organizations – a reduction many charities and nonprofits do not want to see.

Newsletter: Are Networking Events Worth it? ; CauseTalk Radio Goes on Hiatus ; The Most Charitable, Most Hated Industry in America is.

Selfish Giving

Teens from lower-income families are Facebook power-users. ??Interesting! Freakonomics explores why the most vilified industry in America is also the most charitable. ??Consumers Years ago I used to work for a chamber that hosted networking events.

UK online giving up 85% over 3 years – but still only 3.7% of charitable donations?

Giving in a Digital World

The one piece of data I was particularly interested to see was the proportion of charitable donations now reported as coming online, as this is a common question amongst organisations reviewing their fundraising activity and robust benchmark data is typically difficult to find. Based on the nfpSynergy ‘Virtual Promise’ research data quoted in the report there was an 85% increase in the percentage of voluntary income that came from online between 2007 and 2010.

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New Rules for Charitable Donations

Nonprofit Consultant Blog

Does your nonprofit accept donations of used items for either resale or use by your low-income clients? You should be aware of new rules from the IRS regarding deductibility of these items. Items that are not in "good" (or better) condition will no longer be deductible. Old TVs that won't don't work? Games missing half the pieces? No deductions here anymore.

Today I think I’ll take a victory lap. Will you join me?

iMarketSmart

A while back, when I saw all the drama unfolding over the Tax Law and the Lilly School’s dire prediction of it resulting in a loss of $13 billion in charitable dollars, I just had to save every doomsday article I could find because I thought they were dead wrong.

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The Charitable Deduction Still Exists. So, For Goodness Sake, Come Off the Ledge!

Seeking Grant Money Today

If you read the nonprofit sector press at all you have also seen the myriad news and editorial pieces on the for now temporary decision most popularly detailing how much the wealthiest of Americans may deduct from federal income taxes for how much they have donated for a given year (as of 2013 and on). Donors do not give (different various fundraising studies have shown) solely because of the charitable deduction. The Pease Amendment.

One Quarter of All Nonprofits May Lose Their Charitable Status With the I.R.S. This May

Seeking Grant Money Today

The I.R.S.wants to avoid revoking charitable statuses if it can. Form 990-N (or electronic post card), when low or non-grossing charitable organizations were not required to, before. revoke tax exemptions of recognized charitable organizations that fail to file the Form 990-N three consecutive years. Also, controlling organizations must report income from loans with the controlled organization and also report all transfers between it and the controlled organizations.

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Grants for Nonprofits Providing Affordable Housing to Very Low to Moderate Income Individuals or Families

Seeking Grant Money Today

TD Charitable Foundation Offers Support for Affordable Housing Deadline: September 12, 2008 The TD Charitable Foundation ( [link] ) has announced that it is accepting proposals from housing nonprofits in the communities where Commerce Bank ( [link] ) and TD Banknorth ( [link] ) do business for funding through the 2008 'Housing for Everyone' competition. From The Foundation Center.

See The Difference – a very ambitious initiative looking to change the nature of charitable giving

Giving in a Digital World

Here’s hoping that See The Difference can at least get their online giving going at the Kiva-levels – it’ll certainly be very interesting to see just how quickly the income grows once their site goes live. As you’ll see from the promotional video above, the world of online charity crowdfunding ’supermarkets’ looks set to grow yet again later this year, with the launch of See The Difference.

See The Difference - a very ambitious initiative looking to change the nature of charitable giving

Giving in a Digital World

Here’s hoping that See The Difference can at least get their online giving going at the Kiva-levels - it’ll certainly be very interesting to see just how quickly the income grows once their site goes live. As you’ll see from the promotional video above, the world of online charity crowdfunding ’supermarkets’ looks set to grow yet again later this year, with the launch of See The Difference.

Grants for Community Revitalization Via Production, Preservation, Or Financing of Low to Moderate Income Housing Units

Seeking Grant Money Today

The foundation makes grants to 501(c)(3) tax-exempt public charities in the United States and to charitable organizations in Canada. Home Depot Foundation Offers Support for Affordable Housing Programs Deadline: March 1, 2008 (Letter of Inquiry) The Home Depot Foundation ( [link] ) is dedicated to creating healthy, livable communities through the integration of affordable housing built responsibly, as well as the preservation and restoration of community trees.

How to CONFUSE your donors and get LESS gifts.

iMarketSmart

The IRA Charitable Rollover and other critical giving incentives were reinstated through 2011 as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. However, the gift may not be counted as a charitable deduction on federal tax returns.

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#FUNDRAISING: Causevox Improves Online Outreach & Fundraising To 2.0

Non Profit Marketing 360

And if your nonprofit or charity is looking for an excellent set of tools to establish an online presence (both outreach and income), we encourage you to contact Rob and his colleagues. Easy-to-customize donation pages.

#SOCIALNETWORKS: Is Pinterest Of Value For Nonprofits?

Non Profit Marketing 360

Moreover, about a third of Pinterest’s users have household incomes over $100,000 , which gives them the resources to be generous to nonprofits that speak to them.

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#COMMUNICATIONS: Keep Storytelling In Forefront, Whatever Platforms You Use

Non Profit Marketing 360

For all the statistical/aggregate evidence to the contrary, individuals can quickly scan and tune out most of their incoming tweets, e-blasts, and update notifications. Oprah Winfrey likes a book. It’s a best-seller and a big movie. Justin Bieber retweets something that catches his eye.

Alert! Missing Middle Donors

Getting Attention

Mix these insights on giving patterns of rich vs. middle- and lower-income donors with Sea Change Strategies’ take— The Missing Middle: Neglecting Middle Donors is Costing You Millions —and you get a clear call to action for every fundraiser and nonprofit communicator.

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3 Reasons You Should Be Thinking about QCDs (Backed By Data + A Free Guide)

iMarketSmart

What does this have to do with qualified charitable distributions (QCDs)? Qualified charitable distributions are a relatively new way for donors to give to your organization. Qualified charitable distributions can be up to $100,000 annually.

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#SOCIALNETWORKS: What Are You Doing To Improve Impact Of Your Facebook Page?

Non Profit Marketing 360

Since then, the stock has fallen over half its original price , and you might have noticed the advertisements as you sign in and sign out of your account as Facebook engineers struggle to find income streams. Facebook can be the nexus of a still more powerful network.

Planned Giving 101: What Nonprofits Need to Know

EveryAction

It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. Planned Giving most often takes one of four forms, bequests, charitable gift annuities, trusts, and pooled income funds.

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#SM4NP: In Search For ROI, Can We Put A Number On A Relationship?

Non Profit Marketing 360

ROI can bring strong relationships as well as income to nonprofits. Who doesn’t want a high return on investment? Whether that investment is time or money, any business or nonprofit wants to see it put to good use and wants to see some reward for it.

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#SOCIALNETWORKS: Facebook Stocks Being Sold Off & Facebook Accounts Not Expanding

Non Profit Marketing 360

Does it want to be associated with any enterprise that will live or die on its ability to generate income from advertisements? Should nonprofits worry? The saga that is the Facebook IPO continues.

#SOCIALNETWORKS: What Are You Doing To Improve Impact Of Your Facebook Page?

Non Profit Marketing 360

Since then, the stock has fallen over half its original price , and you might have noticed the advertisements as you sign in and sign out of your account as Facebook engineers struggle to find income streams. Facebook can be the nexus of a still more powerful network.

#SOCIALNETWORKS: Can Niche Online Networks Outperform Your Nonprofit’s Facebook Page?

Non Profit Marketing 360

The hard fact is, most of us cull our incoming tweets and Facebook posts pretty severely before we start paying attention to what’s left. Have you defined your organization’s niche? Our participation in online social networks seems well beyond the status of a ‘fad.’

#SocialMedia: How Can You Improve Your Tweet Stream?

Non Profit Marketing 360

Though one’s incoming messages is usually called a ‘tweet stream,’ it can feel more like a tsunami. Follow MKCREATIVETeam! The statistics of Twitter’s growth since 2006 are staggering, and Twitter has every right to brag about the numbers.

Cause Marketing Bail Bond Services?

Cause Related Marketing

Because schoolchildren grow up to have mortgages and disposable income, and they want to buy electronics and computers from a familiar name. in kind cause marketing schools Bad Cause Marketing Apple In kind charitable donations

3 things every fundraiser needs to consider before they talk politics in front of their donors

iMarketSmart

Using IRS data on the percentage of household income given away in each state, red states are more charitable than blue states. It’s important to recognize that there are four main forces that are primarily responsible for making people charitable: Religion.

3 Big Reasons Why Charities Should Work to Get Gifts in Wills from Middle-Aged Donors

iMarketSmart

It can turn them into more committed and more charitable donors. . We’re already in the plan, why not make it irrevocable and get some immediate tax/income benefits?”

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Tithing from the IRA Rollover

Fundraising Coach

Charitable Gift IRA Rollover: The Past In 2006 I was visiting with a donor who was very excited about the recent Pension Protection Act that enabled him to give from his IRA to charity. Charitable Gift IRA Rollover: The Future What’s next for the Charitable Gift IRA?

Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction

EveryAction

Whether its bequests, charitable gift annuities, trusts, and pooled income funds, EveryAction allows for tracking and management of legacy gifts within your donor database. #12.

The Ultimate Guide to Starting a Charity in England and Wales

Twenti

If you’re looking to establish a business that has charitable or community-based objectives, you have a couple of options for your structure. Make sure your charity has a ‘charitable purpose for the public benefit.’ – the charitable trust.

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Looking for Major Donors? Build Better Bridges With These Financial Tools

Fundraising 123

Nonprofits stand to build better bridges to affluent donors—leading to valuable long-term philanthropic partnerships—if they understand the various tools used by wealth advisors in charitable giving. Step 1: Develop a charitable giving allocation. We translate it into a plan called a charitable giving allocation, and in many ways it''s similar to investing. Though they appear similar, the charitable remainder and lead trusts have very different tax ramifications to the donor.

WealthEngine Integration Brings Powerful Donor Research Tool to EveryAction Users

EveryAction

WealthEngine is a powerful platform for donor prospecting that aggregates data from dozens of publicly available sources (such as real estate holdings, professional affiliations, income information, and records of other charitable gifts) to determine a donor's capacity to give.