As part of a presentation to non-fundraisers about the general nature of the industry, I am hoping to show the scope of work involved in fundraising directly, and relative staffing connected with that work.
Please spend a few minutes answering about 20 questions.
If the results prove interestin...
0 RepliesPlease share this widely with your networks, and feel free to contact me directly if you have any suggestions.
The American Association of University Women (AAUW), a gender equity advocacy organization, is one of the nation’s leading v...
West Honeycutt posted Re: Re: Database of IRA Companies/RIFT Project...... Wells Fargo Comes Through for Charities!4 RepliesThanks, Johni!
Is anyone having any luck/progress with liquidating "non-retirement accounts" without opening up a separate account? We just had one of these come up today with Vanguard and of course they want us to open an account to receive funds.
3 RepliesYou can't give an attorney a deduction for his legal services whether he charged his client a flat fee or charged for his time. I suspect that he knows this. First, your charity is not his client in this situation and second he isn't making a gift to you. Even if he was your attorney and he wanted to make a gift, I believe that he could only write off qualified e...
Tom - This was the most clear explanation of how LTCG tax rates are calculated that I have ever heard. Thank you for it!!!
Johnne Syverson, CFP, AEP, CAP
Charitable Giving Resource Center
West Des Moines, IA
Dan - It's tough to come with wit...
Dan - It's tough to come with with a simple explanation of long-term capital gain tax rates and still cover important exceptions, but here's a shot at an oversimplification of it.
The rate depends on your taxable income without the proposed additional capital gain. For a married couple, the rate will be zero to the extent the gain brings yo...