Category: Individual Giving

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Donor Advised Funds: Why Community Foundations Should Endorse the ACE Act

By Alan Cantor Watch a recent in-depth LAPA webinar on the subject of Donor-Advised Funds Some people simply can’t take “yes” for an answer. How else can one explain how some community foundation leaders rejected the thoughtful set of reforms contained in the Accelerating Charitable Efforts (ACE) Act — a series of measures to reform Donor-Advised Funds (DAFs) that would actually serve community foundations well? For years, the lobbying arm of community foundations — the Community Foundations Public Awareness Initiative — has embraced a business model in which it fights any form of reforms around DAFs, no matter how mild.

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New Donor Giving Trends

By Laurence A. Pagnoni Fidelity Charitable conducted an initial survey of 3,055 charitable individuals in March 2020. They then conducted a subsequent survey in January 2021 to detect any shifts in donor attitudes and behaviors related to the COVID-19 pandemic and other events of 2020. You can read the full survey results here. There are more than a dozen takeaways, but here are the top four: A quarter of donors have donated to charity through a social media platform, and 4 in 10 have made donations through crowdfunding platforms. The study doesn’t say so, but if 25% of donors donated

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Your Questions, Our Answers on Starting Over with Individual Donors

The questions below were asked by attendees at our “Starting Over” webinar of April 21, 2021, presented by Roger Craver & Laurence A. Pagnoni.

The questions are fascinating, and we hope you’ll find our answers equally so. The webinar focused on the new rules of individual giving fundraising. We welcome your input as well by posting on our blog.

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Soaring: Secure Donations of Appreciated Stock

The Stock Market is up. Asking for gifts of appreciated stock should be part of your year-end giving approach. Start by letting your donors know that giving appreciated stock they’ve held for more than a year is better than giving cash. If they donate stock that has increased in value since it was first purchased it more than a year ago – and if they itemize deductions – they can take a charitable deduction for the stock’s fair market value on the day they give it to your organization. However, let them know that a contribution of appreciated securities can

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Other People’s Money

Often trustees will pressure us fundraisers to state which philanthropists we know and if we can get them to give to their cause. After twenty years as a fundraiser, no matter the cause or the organization, trustees still ask me, usually very early in the conversation, to list who might fund them. Ideally, I have previously done my own prospect research on the board members so that I know their giving history and can work this into the conversation. Don’t get me wrong, I’m not opposed to talking about the profile or attributes of the donor who I think will

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