Tax code changes are coming that may impact the bequest income in your planned gifts program. I did the research. Here is my critical takeaway you need so your fundraising survives the Tax Cuts and Jobs Act.
Tax code changes are coming that may impact the bequest income in your planned gifts program. I did the research. Here is my critical takeaway you need so your fundraising survives the Tax Cuts and Jobs Act.
Thanks, Paul. Maybe I’m naive but I believe many donors—maybe most—are motivated to give by their love of the work. For these folks, deductibility is secondary.
Tony, I listened to your video on tax changes and giving. I agree with you completely and am impressed by the details and your advice to charities: “keep telling your story” and that your work “is saving lives.”
Good job,
Paul Schervish