Hi Juan, 

does naming a DAF (instructed to distribute all proceeds) as a beneficiary simplify or make the process easier?

Do what you do best! Engage Donors in their causes and offload the risks and process of accepting real estate gifts to the experts with a national footprint.  The Philanthropy Alliance offers a full-service real estate donation program. You can find us at Booth 10 at the CGP Conference in Vegas and at ThePhilanthopyAlliance.com
 
 

 

This question is for those who do impact investing and have done a fundraising campaign.  Were the donor contributions to the Impact Investing Fund counted toward your campaign goal?  If so, did you count the whole distribution or a portion?  I know we're very close to the start of the conference so if anyone wants to hunt me down and discuss at the conferen...

Jon Tidd published an article in the October 2018 issue of Trusts and Estates in which he discusses charitable giving from IRAs in general.  The last section of the article delves into these very real problems faced by charities when trying to receive the proceeds of an IRA left by a decedent via designated beneficiary.  It's a great piece, because not onl...

We receive or book gifts from about 20 estates a year and we have about three dozen open estates (some simply an FYI with a very long timeline). Our planned giving program is currently staffed by 2 full time employees, also working with ~400 known gifts and several dozen prospects/qualified leads, not to mention hundreds of long-time donors with potenti...