Lawrence Henze, managing director of Target Analytics shares his thoughts on planned giving trends in the January/February issue of Advancing Philanthropy , the member publication of AFP : If you have ever heard the industry axiom that planned-giving...
Do the terms CRAT and CRUT leave you bewildered? In her latest white paper, Katherine Swank provides a glossary of planned giving terms, using practical examples, that will give you a basic working knowledge of key words common in ongoing planned gift...
With terms like “present value methodology,” “four-tier system of taxation,” and “current IRS-mandated discount rate,” it’s no wonder that many nonprofits hesitate to enter into discussions about planned gifts. In two new white papers, Target Analytics...