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 conversations. With more than 20 years of legal and...

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 consultant Katherine Swank explores the ideas that...