Lorri Greif
Lorri's latest writings
The Planned Giving Advisory Council: Get Yourself Some Help
Getting help from outside professionals can give a real boost a planned giving program. I believe that being able to ask for guidance or assistance is highly professional in almost any field and actually shows true confidence and competence. After all, n obody knows everything! I’ve found most nonprofit professionals to be quite collegial too. I can’t count how many times... (posted by Lorri 1 year 85 days ago.)
Getting help from outside professionals can give a real boost a planned giving program. I believe that being able to ask for guidance or assistance is highly professional in almost any field and actually shows true confidence and competence. After all, n obody knows everything! I’ve found most nonprofit professionals to be quite collegial too. I can’t count how many times... (posted by Lorri 1 year 85 days ago.)
Heartfelt Donors Are Key in Tough Economic Times
Do you want the good news? Or the bad news? Well fortunately, the good news and the bad news are the same in this case. Thanks to good old American generosity, and the extra hard work of nonprofit fundraisers, 2008 can lay claim to gifts and pledges of $307.65 billion. Yes, it's a decrease of 5.7% on an inflation-adjusted basis over the $314 billion given in 2007. But this is still incredible. In fact, I... (posted by Lorri 1 year 260 days ago.)
Do you want the good news? Or the bad news? Well fortunately, the good news and the bad news are the same in this case. Thanks to good old American generosity, and the extra hard work of nonprofit fundraisers, 2008 can lay claim to gifts and pledges of $307.65 billion. Yes, it's a decrease of 5.7% on an inflation-adjusted basis over the $314 billion given in 2007. But this is still incredible. In fact, I... (posted by Lorri 1 year 260 days ago.)
Public Good IRA Rollover Act of 2009
Just to refresh everyone's memory, in August 2006, then President Bush signed the Pension Protection Act of 2006 (PPA 2006), which gave individuals at least 70 1/2 years old the opportunity to make a charitable gift of up to $100,000 a year in 2006 and 2007 from their IRAs, as long as it went directly to a charity. The money could not come from any other qualified retirement plans such as a pension or 403(b), 401(k)... (posted by Lorri 1 year 267 days ago.)
Just to refresh everyone's memory, in August 2006, then President Bush signed the Pension Protection Act of 2006 (PPA 2006), which gave individuals at least 70 1/2 years old the opportunity to make a charitable gift of up to $100,000 a year in 2006 and 2007 from their IRAs, as long as it went directly to a charity. The money could not come from any other qualified retirement plans such as a pension or 403(b), 401(k)... (posted by Lorri 1 year 267 days ago.)
Plain, Vanilla Insurance - I Like It!
I think gifts of plain, vanilla - no scheme - permanent life insurance can actually make a terrific planned gift campaign! (And no, I don't sell insurance.) I always try to include an insurance campaign as a piece of a comprehensive planned giving program. It works great when introducing younger constituents to the importance of planned giving to your organization. And, since insurance is such a leveraged product... (posted by Lorri 1 year 274 days ago.)
I think gifts of plain, vanilla - no scheme - permanent life insurance can actually make a terrific planned gift campaign! (And no, I don't sell insurance.) I always try to include an insurance campaign as a piece of a comprehensive planned giving program. It works great when introducing younger constituents to the importance of planned giving to your organization. And, since insurance is such a leveraged product... (posted by Lorri 1 year 274 days ago.)
What To Do When Notified of a Bequest
With all the trainings that go on about the many different ways to make a planned gift, the fact is approximately 75% of all planned gifts are made through bequests. Most often when bequests mature the charitable beneficiaries find out about it when they receive a notice of probate or a letter from the attorney or trustees in the case of a trust. There are some steps that should be taken automatically. ... (posted by Lorri 2 years 22 days ago.)
With all the trainings that go on about the many different ways to make a planned gift, the fact is approximately 75% of all planned gifts are made through bequests. Most often when bequests mature the charitable beneficiaries find out about it when they receive a notice of probate or a letter from the attorney or trustees in the case of a trust. There are some steps that should be taken automatically. ... (posted by Lorri 2 years 22 days ago.)
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