Prepare Today for Tomorrow's Donors

In planned giving, like any field, it's smart to anticipate future trends. One trend that planned giving professionals won't want to miss is the upcoming cohort of Generation Y donors. Marketers are paying attention to this group because it numbers over 70 million. These individuals are currently ages 19-36. They are also described as the Millennial Generation or Echo Boomers. Below are things you need to know to prepare now for Generation Y donors.

Four Vital Tips for Cultivating Women Donors

Women’s experiences in planned giving often differ from those of men. For instance, many women from the Silent generation or Baby Boomer generation may not be directly involved in financial planning until a crisis—such as the death of a spouse or parent. But according to financial experts, waiting until a woman is widowed or in the midst of a crisis to plan her estate is too late. Smart estate planning is on-going.

That’s where planned giving professionals can be of service. Follow these four tips to better cultivate your women donors:

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