The Summit: 5 NCPP Storytellers You Won’t Want to Miss

André R. Donikian, chairman and founder of Pentera, Inc., now in its 40th year, was asked to design The Summit track for this year’s NCPP in Orlando. Here is his take on the five speakers he selected.

Planned Giving Pros Flock to Pentera Seminar

A new tax law was passed in January, and planned giving is forever changed. That was the featured message at Pentera’s recent three-day advanced planned giving seminar in Saratoga Springs, New York.

Tips for Getting a "Yes" From Your Planned Giving Prospects

Planned giving professionals understand that extensive time, patience, and effort normally must go into cultivating donor prospects and transforming those relationships into loyal planned giving donors for their charitable institutions. However, that difficult work can be made easier. Below are three essential tips for increasing your chances of arriving at a “Yes” when asking for planned gifts.

Ask the Experts - Deferred-gift-annuity income will be taxed depending on how gift is given?

Dear André,

When a charitable remainder trust is collapsed and the assets are transferred to our institution, we will take the life-income interest and set up a deferred joint-life gift annuity. Given that the assets are coming from a charitable vehicle, is there any difference in how the deferred-gift-annuity income will be taxed to the donor if the assets arrive in cash or in kind (marketable securities)?

Thanks,

Amy