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1 ReplyI have recommended to several Development Officers, who'd like to learn more about Gift Planning, to read "Visual Gift Planning" Dr. Russell James. -
1 ReplyDoes anyone have recommendations on gift planning intensives for staff who are either transitioning from allied professions or from major gifts to becoming a full time Gift Planning Officer? Something that could be multiple days and would be "soup to nuts" in order to help a person hit the ground running... Many thanks! -
0 RepliesI have a donor (in NY) who wants to set up a POD beneficiary for charity in accounts he has at a Federal Credit Union. They seem to not allow it. Is there a rule or other impediment to a FCU setting up a POD in the state of New York? -
8 RepliesI assume Bill is talking about repositioning at a higher price, not lower. -
5 RepliesThe ebook given away by MarketSmart: DONOR SURVEYS: THE ULTIMATE HOW-TO GUIDE FOR NONPROFITS is one of my favorite resources for constituent surveys with a planned giving/legacy society component. It's available here. -
8 RepliesWould the wash rule apply here if done in less than 30 days?
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