Gift Bunching – or a Better Idea?

By Uncategorized

You’re going to hear a lot about “bunching” in the weeks ahead. The standard federal income tax deduction has been raised for 2018 to $12,000 for individuals and to $24,000 for joint filers.  There is a new limit on the mortgage interest deduction.  Wealthy donors whose deductions for property and local taxes, plus medical expenses are close to the standard deduction are looking for ways to boost the deductions they can claim this year. Tax advisors are suggesting “bunching” the next few years of charitable giving into one gift this year to a donor-advised fund (DAF) and benefiting from the

Read more

More Things I Like

By Uncategorized

What’s in my fundraising tool kit: National Car Rental’s Emerald Club. The shuttle bus from the airport to the rental car lot. Ever wonder why half the folks on the bus hop out where National’s cars are parked?  Because just like the commercial says, they pick any car – and go. A handwritten note with a handwritten envelope and a live stamp. Irresistible to a donor. Guaranteed to be remembered. Like the doctor says, “Two, every day.” Binder clips. If you have paper clips attaching papers in your hard files, the day will come when a crucial piece of paper

Read more

Things I Like Continued

By Uncategorized

Things I like?  They come in all shapes and sizes.   Summer. And not for the reason you’re thinking! You bet, summer is a great time to recharge the battery but it is also a wonderful time to try something counter-intuitive. Submit grant proposals in the summer.  No one else is.  Try a creative direct mail campaign.  How many other appeals are in the summer mailboxes?  And forget about visiting Florida and Arizona donors in January!  Everyone else is doing the same thing!  Visit them when those donors are dying for company!  Trust me, I’ve done it, and it works!

Read more

21 Things I Like

By Uncategorized

It’s a holiday week.  If you’re not out of the office, your head is probably halfway there. A good time to share 21 things about our work (tools, tips, ideas) that I like. Hondas.  Or Camrys, Subarus, or Fords. The point is, don’t pick up your donor in a Tesla or a Mercedes.  It doesn’t look right.  Let your spouse drive the Beemer and enjoy it on the weekend. Zero-based budgeting. Hey, I was an English major.  But I’ve learned enough about budgets over the years to know that if you don’t start from scratch every time, new ideas won’t

Read more