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Caitlin Bristow

Caitlin Bristow is a Senior Consultant at Campbell & Company. A leader of our Higher Education practice and alumni engagement work, she partners with nonprofits across sectors to help them build philanthropic support and deepen donor relationships.

In 7 Benefits to Starting a Planned Giving Program, we learned how planned gifts can benefit an organization. However, when approaching individuals for a planned gift, it is important to understand and then explain to a potential donor how a planned gift can benefit him or her as well as the organization. Planned gifts can come in many different forms and they each have their own nuances, but below are a few key donor benefits to giving a planned gift.

Fundraising Tips, Planned Giving

On December 16, 2014 the Senate passed HR 5771 which included a retroactive enactment of the IRA Rollover to January 1, 2014. This provision gives donors age 70 ½ and older the opportunity to transfer up to $100,000 from their IRA to a qualified public charity free of federal income tax. For donors who want to do an IRA charitable rollover for the 2014 tax year, they can do it with near certainty as  President Obama is expected to sign off on the one-year retroactive extension right away.

Nonprofit News