Planned Giving – YoungAssociates http://www.youngassociates.net Breakthrough Fundraising Consultants Thu, 09 Nov 2017 22:41:44 +0000 en-US hourly 1 https://wordpress.org/?v=4.8.5 Is your organization missing the boat on planned giving? http://www.youngassociates.net/2013/is-your-organization-missing-the-boat-on-planned-giving/ Thu, 29 Aug 2013 20:06:31 +0000 http://www.youngassociates.net/?p=2218 There’s a boat that’s leaving soon for…? If you are a fan of George Gershwin and his 1935 masterwork opera “Porgy and Bess,” then you filled in the title above with New York. But if you are a nonprofit organization without an investment in planned giving, let’s review both the rationale for YoungAssociates’s Prospect Development […]

The post Is your organization missing the boat on planned giving? appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
John Denver, a fellow sailor and the matter of wills http://www.youngassociates.net/2013/john-denver-a-fellow-sailor-and-the-matter-of-wills/ Fri, 28 Jun 2013 15:32:12 +0000 http://www.youngassociates.net/?p=2193 It’s vacation time, and I have been transiting my sailboat north on the Intracoastal Waterway (ICW). Today, I am reminded of Ben Franklin’s quote: “The worst wheel of the cart makes the most noise.” Fundraising stories and estate issues follow me, even on the ICW, as the following tale proves. A fellow sailor I met […]

The post John Denver, a fellow sailor and the matter of wills appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Listening for Mistakes in Estate Planning http://www.youngassociates.net/2013/listening-for-mistakes-in-estate-planning/ Mon, 04 Mar 2013 16:01:51 +0000 http://www.youngassociates.net/?p=2093 Updated estate plan Experts recommend that people review their estate plan every three to five years to make sure it reflects changes in the family and financial circumstances, as well as changes in the law. During a feasibility study when we advised our client that 62% of their donors interviewed had met with their financial […]

The post Listening for Mistakes in Estate Planning appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
2013 Tax Rates for Estates & Trusts http://www.youngassociates.net/2013/2013-tax-rates-for-estates-trusts/ Mon, 04 Mar 2013 13:45:56 +0000 http://www.youngassociates.net/?p=2065 If taxable income is over but not over the tax is $0 $2,400 15% $2,400 $5,600 $360 plus 25% of the amount over $2,400 $5,600 $8,500 $1,160 plus 28% of the amount over $5,600 $8,500 $11,650 $1,972 plus 33% of the amount over $8,500 $11,650 no limit $3,011.50 plus 35% of the amount over $11,650 […]

The post 2013 Tax Rates for Estates & Trusts appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Planned Giving for Small Organizations http://www.youngassociates.net/2012/planned-giving-for-small-organizations/ Wed, 12 Dec 2012 16:21:30 +0000 http://www.youngassociates.net/?p=2024 Our site’s downloads section has been updated with a PDF version of a presentation answering questions about how YoungAssociates can help your nonprofit build a planned giving program or grow and adapt your existing planned giving efforts. Check out this new addition and our other fundraising-related downloads.

The post Planned Giving for Small Organizations appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Family Planning at Retirement—A List for Your Adult Children http://www.youngassociates.net/2012/family-planning-at-retirement/ Fri, 30 Nov 2012 12:55:01 +0000 http://www.youngassociates.net/?p=2011 It’s common for parents to feel reluctant to bring up their estate and burial plans with their adult children. A good first step for all parties is to consolidate important information in one location and discuss. The following is a good starting point which, of course, you should adapt for needs: Personal data Social Security […]

The post Family Planning at Retirement—A List for Your Adult Children appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Gift & Estate Taxes for 2012 http://www.youngassociates.net/2011/gift-estate-taxes-for-2012/ Tue, 08 Nov 2011 13:04:32 +0000 http://www.youngassociates.net/?p=1780 NOTE This information is out of date. See a listing of recent tax-related articles for more current information about taxes and their fundraising implications. The gift tax annual exemption will remain at $13,000 for 2012. Pursuant to the IRC, the exemption can rise only when the inflation adjustment produces an increase of $1,000 or more. […]

The post Gift & Estate Taxes for 2012 appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Estate Tax Exemption Increased http://www.youngassociates.net/2011/estate-tax-exemption-increased/ Wed, 02 Nov 2011 22:32:50 +0000 http://www.youngassociates.net/?p=1769 NOTE This information is out of date. See a listing of recent tax-related articles for more current information about taxes and their fundraising implications. The IRS announced the estate tax exemption for 2012 will be $5.12 million (see news release), up from $5 million this year. The higher threshold is scheduled to expire at the […]

The post Estate Tax Exemption Increased appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Unintended Consequences http://www.youngassociates.net/2011/unintended-consequences/ Thu, 11 Aug 2011 13:34:11 +0000 http://www.youngassociates.net/?p=1706 On Monday, August 8, the independent ratings agency Standard and Poor’s announced a rating downgrade of the US. AAA rated insurers to AA+ with a negative outlook. This action was a result of the previous downgrade of the U.S. sovereign debt rating announced on August 5. Standard and Poor’s policy states that no domestic insurance […]

The post Unintended Consequences appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>
Gift and estate taxes in 2011 and 2012 http://www.youngassociates.net/2010/gift-and-estate-taxes-in-2011-and-2012/ Thu, 23 Dec 2010 13:40:42 +0000 http://www.youngassociates.net/?p=1675 As you may know, last week the President and Congress worked to enact a tax compromise. In part, the compromise impacts planning for gift and estate taxes. For tax years 2011 and 2012, the federal estate tax exemption will increase to $5.0 million per individual ($10.0 million per married couple) with a maximum estate tax […]

The post Gift and estate taxes in 2011 and 2012 appeared first on YoungAssociates - Breakthrough Fundraising Consultants.

]]>