The In-Home Donor Visit

By Chandra Towers Blatt
Senior Marketing Consultant

When I was a planned giving officer for the Wildlife Conservation Society (WCS), I was often invited by my donors to their homes for lunch. Between bites of Campbell's tomato soup and grilled cheese sandwiches - and sometimes Pepperidge Farm goldfish crackers, all common offerings when donors discovered that I was quasi-vegetarian - I learned many things, and you can too.

Bequests Lead the Way as Giving Reaches New High

Giving in the U.S. hit a record high last year - $358 billion - and the news for planned giving was especially good, with bequests increasing more than any other category, according to the just-released Giving USA report.

Charitable IRA Initiative Continues After Bill Quashed

The Charitable IRA Initiative is a 501(c)(4) organization created to pursue legislation that would expand and make permanent the Charitable IRA Rollover. Following is the first of periodic reports regarding progress in achieving this objective. This report has been drafted by Conrad Teitell, pro bono counsel to the Initiative, who is leading the legislative effort. It was distributed through the Partnership for Philanthropic Planning, which is an active partner in the effort.