This article addresses how easily gift planning options and ideas can be included in a marketing plan and then into each conversation with likely prospects, not just the super wealthy you've already identified. The misguided belief that you need to be technically proficient before you bring up planned giving is squashed; it is not a concern so long as you have experts in the wings to call in for the relatively few complex arrangements you may be lucky enough to experience. Lots of donor stories highlighting conversations that introduce gift planning concepts are included.

Intra-family transfer of closely held stock through donor advised fund avoids recognition of gain.

In Rev. Rul. 2026-6, the Service announced the Section 7520 rate for March will rise to 4.8%. The average rate for 2025 was 4.95%, while the average rate for 2026 is 4.67%.

Whether you're building a planned giving program, replacing a headcount, or expanding your staff, finding the "perfect" planned giving officer is always a challenge. This article makes the process easy by walking you through the steps from preparing to enter the candidate market, profiling your dream prospect, building the candidate pool, interviewing top applicants, hiring the new officer, and retaining your new hire. It's simple when you have the rulebook! This article will interest those who manage planned giving programs and those who staff them. It will also interest for-profit professionals who work closely with charities to provide administrative support.