Category Archives: Blog

Does Your Financial Plan Include Charitable Giving?

Charitable giving may be the missing piece in your plan The image for On Philanthropy represents the time-tested Carpenter’s Rule for a reason.  Measure Twice, Cut Once.  Charitable gift planning has a lot in common with this simple rule.  Getting it … Continue reading

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The Campaign-Ready Board of Directors

Campaign Planning Studies invariably find that the individuals serving on the organization’s board of directors need to become better known in the community – especially among the community’s top philanthropists – for their work on behalf of the organization they … Continue reading

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In Campaign Planning Today It’s About Readiness, Not Feasibility

Whether an organization is large or small – whether it’s a large university or a small community organization – a campaign planning study plays a critically important part in revealing the organization’s likelihood to succeed in a fundraising venture. Let’s … Continue reading

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Philanthropy is nonpartisan, so why can’t running our country be, too?

Perhaps you are as troubled as I am that it’s impossible to read a newspaper or watch a news report on any given day and not see another example of a partisan divide that cripples productive thought and action. This … Continue reading

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Giving Tuesday… Can It Scale To $1 Billion This Year?

Been thinking about ways for philanthropy to make quantum leaps (not just incremental steps) to take on and solve some of the big problems we face – around the world and right in our little corners of the world. So … Continue reading

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U.S. House of Representatives Acts on Charitable Legislation

The US House of Representatives this past week passed a bill that would address several important charitable priorities, including a provision to renew and make permanent the IRA Charitable Rollover. Long supported by the voluntary sector, the IRA Charitable Rollover … Continue reading

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A Very Limited Time Offer – Charitable IRA Rollover Extension Thru December 31 Awaits a Presidential Signature

Background – The IRA Charitable Rollover has been around now for a few years.  It allows individuals 70½ and older to exclude from their taxable income IRA distributions of up to $100,000 as long as the distributions are transferred directly from … Continue reading

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