Fundraising and Taxation - Nonprofit Leadership Zone

HOT OFF THE PRESS: A Golden Age of Philanthropy Still Beckons With a New $59 Trillion Target

iMarketSmart

JUNE 4, 2014

This estimate assumes that estate taxes would revert to 2001 taxation levels with a $1 million exemption after 2012. Fundraising' . “Our current estimate of wealth transfer for the 2% growth scenario is $58.1 trillion in 2007 dollars for the 55-year period from 2007 through 2061 – 12% greater than our original estimate [$40.6

Taxation

Taxation Philanthropy Fundraising Fundraising

Dr. Russell James’ Newest Textbook Giveaway

iMarketSmart

FEBRUARY 12, 2015

Russell James’ latest textbook: “ Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning.”. This textbook is specifically designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. Fundraising' LIKE THIS BLOG POST?

Taxation

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The Taxman Cometh, Part 1: The Downside of the 2017 Tax Bill for Nonprofits

The Agitator

MARCH 13, 2018

Specifically, the Joint Committee of Taxation estimates that 28 million fewer people will take a charitable deduction, falling from about 30% of taxpayers to about 5% of taxpayers. If the standard deduction is bigger than itemized, fewer people will itemize. This means fewer people will get any tax benefit from donating to charities.

Taxation

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Webinars

Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Interactive Webinar: Recurring Giving Events That Keep on Giving

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Dr. Russell James’ Newest Textbook Giveaway

iMarketSmart

FEBRUARY 12, 2015

Russell James’ latest textbook: “ Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning.”. This textbook is specifically designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. Fundraising' LIKE THIS BLOG POST?

Taxation

Taxation Law Fundraising Fundraising

Wisdom on fundraising during a downturn

Nonprofit Marketing Blog

DECEMBER 10, 2008

We recently were lucky enough to have Kim Klein share with Network for Good her wisdom on fundraising. The woman is an entertaining encyclopedia of fundraising smarts. This is a very nice provision that allows you to avoid taxation and still claim the donation, so it’s kind of a double tax advantage.&#.

Taxation

Taxation Fundraising Fundraising Charitable Organizations

Now Available: Dr. Russell James’ Visual Planned Giving Textbook, Updated for the 2018 Tax Law

iMarketSmart

JANUARY 17, 2018

Specifically designed for fundraisers seeking to expand their knowledge about charitable gift planning, here’s a quick snapshot of the great information included: An easy-to-understand introductory book that addresses all of the major topics in planned giving law and taxation, written in plain English.

Law

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4 forces primarily responsible for making people charitable

iMarketSmart

AUGUST 30, 2017

Skepticism about the government’s involvement in people’s economic lives – Brooks wrote that politicians and a significant number of people take credit for being charitable without spending their own money because they, instead, support policies of income distribution through taxation and this affects their private giving.

Taxation

Taxation Children Governance Education

5 Actionable Ways to Prevent Profit Leaks

NonProfit Hub

APRIL 27, 2018

The right provider can also help manage special taxation issues for nonprofits in addition to funds allocation for better visibility and accuracy. Diversifying the organization’s incomes is also critical: organizations shouldn’t depend solely on fundraisers or grants. Data-mine your finance history. Build a watertight business plan.

Taxation

Taxation Finance Recruitment Management

Donor-advised Funds Are Misunderstood, Bound to Be Regulated, and Not Going Anywhere

iMarketSmart

JANUARY 20, 2020

The quarterly reports from the Association of Fundraising Professionals Fundraising Effectiveness Project show donor retention decreasing. Our Live Benchmarks from Fundraising Report Card show a drop in donor retention. The principles of Engagement Fundraising still apply to DAFs. Either way, we’ll be watching.

Public and Nonprofit Management

Public and Nonprofit Management Taxation Retention Philanthropy

Will Their Flag Decals Get Them Into Heaven? *

The Agitator

NOVEMBER 13, 2017

Under current law political donors to ‘independent’ political action committees can give unlimited amounts of campaign money, but they cannot take a charitable tax deduction.

Taxation

Taxation Law Nonprofit Organizations Nonprofit Organizations

Nonprofit Budgeting Basics for Fraternities & Sororities

Top Nonprofits

DECEMBER 16, 2022

In fact, it might even differ from chapters of your organization at other schools with similar fundraising programs. As a 501(c)(7) social club , your fraternity or sorority is exempt from federal taxation, similar to a 501(c)(3) nonprofit organization. Thus, there’s very little room for error when creating and using it.

Taxation

Taxation Nonprofits Leadership Activism

Why You Should Focus Your Fundraising Efforts on Generating Gifts of Wealth (from Assets) Not on Disposable Income (from Credit Cards, Checks, or Cash)

iMarketSmart

APRIL 11, 2022

This affects fundraising. Which gift should the fundraiser prefer? If the fundraiser cares about the donor, the answer is already obvious. Real world: Money categories and fundraising success. Raising money from noncash assets predicts current and future fundraising success. Fundraisers can also listen.

Fundraising

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Why Tax Deductions for Major Gifts Matter to Wealthy Donors

iMarketSmart

OCTOBER 12, 2022

As a major gifts officer or fundraiser, your audience is wealthy donors. Russell James has conducted numerous experiments into major gifts fundraising. In one experiment, he tested these two phrases in major gifts fundraising: “Avoid capital gains tax by making a gift of stocks or bonds to charity”. He knows his stuff.

Taxation

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Why You Should Stop Emphasizing Tax Savings When Promoting Planned Gifts

iMarketSmart

MARCH 29, 2017

Related posts: >> eBook: The Law and Taxation of Charitable Gift Planning. >> Stop emphasizing tax benefits when you promote planned gifts. of the charitable estates in the U.S. will be non-taxable and most donors say that tax benefits are among the least influential factors in their decision making. LIKE THIS BLOG POST?

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Top 10 Free Resources Thanks To Dr. Russell James

iMarketSmart

MAY 12, 2020

Later I would name our approach Engagement Fundraising and my business would change forever. I needed amazing, helpful content to help me engage with more fundraisers. Fundraisers absolutely loved his content and they thanked me for getting it out to the sector. Rather, with our Engagement Fundraising System.

Taxation

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What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?

iMarketSmart

APRIL 1, 2016

Recommendations. >> 10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects. >> Visual Planned Giving eBook: An Introduction to the Law & Taxation of Charitable Gift Planning by Dr. Russell James J.D., Rather, everyone likes to think about the future! LEAVE YOUR COMMENTS BELOW AND/OR SHARE IT! Tweet this!

Taxation

Taxation Law Values Nonprofits

How to Lower the ‘Cost’ of Philanthropy So Your Supporters Donate Major Gifts of Assets

iMarketSmart

APRIL 4, 2022

In fundraising, a gift results when motivation overcomes cost. In fundraising, numbers can be a problem. Cost is critical for effective fundraising. In fundraising, motivation is what the donor wants. This makes for a compelling fundraising story. Fundraising story should answer. Increasing motivation helps.

Sociology

Sociology Philanthropy Finance Psychology

Finally, the questions you should ask that have been proven to lead to gifts from wealth

iMarketSmart

JANUARY 30, 2023

But it also leads to fundraising conversations. questions In Socratic fundraising, we often want to know the “Why?” Fundraising tasks In fundraising, we aren’t trying to get people to admit improper acts. The fundraiser becomes a helpful advisor for an important task. Suppose the future plan is to sell.

Public and Social Policy

Public and Social Policy Psychology Insurance Ethics

Nonprofit Leadership Zone

HOT OFF THE PRESS: A Golden Age of Philanthropy Still Beckons With a New $59 Trillion Target

Dr. Russell James’ Newest Textbook Giveaway

Webinars

Trending Sources

The Taxman Cometh, Part 1: The Downside of the 2017 Tax Bill for Nonprofits

Webinars

Dr. Russell James’ Newest Textbook Giveaway

Wisdom on fundraising during a downturn

Now Available: Dr. Russell James’ Visual Planned Giving Textbook, Updated for the 2018 Tax Law

4 forces primarily responsible for making people charitable

5 Actionable Ways to Prevent Profit Leaks

Donor-advised Funds Are Misunderstood, Bound to Be Regulated, and Not Going Anywhere

Will Their Flag Decals Get Them Into Heaven? *

Nonprofit Budgeting Basics for Fraternities & Sororities

Why You Should Focus Your Fundraising Efforts on Generating Gifts of Wealth (from Assets) Not on Disposable Income (from Credit Cards, Checks, or Cash)

Why Tax Deductions for Major Gifts Matter to Wealthy Donors

Why You Should Stop Emphasizing Tax Savings When Promoting Planned Gifts

Top 10 Free Resources Thanks To Dr. Russell James

What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?

How to Lower the ‘Cost’ of Philanthropy So Your Supporters Donate Major Gifts of Assets

Finally, the questions you should ask that have been proven to lead to gifts from wealth

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