On January 1, 2013, the House and Senate passed H.R. 8, The American Taxpayer Relief Act of 2012, a bill to avert the “Fiscal Cliff.” The president subsequently signed the bill into law. Those age 70-1/2 and older can donate up to $100,000 from Roth or traditional IRAs to certain charitable organizations without including the… Read more »
Posts By: cgadmin
Higher Donor Retention Rate Translates to Higher Charitable Receipts
“Are higher retention rates associated with higher totals in charitable giving?” This is the question that the Nonprofit Research Collaborative sought to answer in their most recent survey focused on donor retention rates. More than 770 organizations across every subsector participated in the study. Interestingly, the results are almost exactly the same as the NCR’s… Read more »
Will Donors Give Less if Taxed More?
A recent article in Philanthropy Matters examined the current Obama administration’s proposal on changes in charitable deductions for taxpayers with adjusted gross income over $250,000 for couples and $200,000 for individuals. This proposal suggests reducing the value of itemized charitable deductions from 35% to 28%, and raising the marginal income tax from 35% to 39.6%… Read more »
Engaging Board Members in Fundraising is Key to Success, Latest NRC Study Finds
The latest Nonprofit Research Collaborative (NRC) study on board member engagement in fundraising concludes, among other things, that board members serve two primary fundraising functions: helping the organization reach new prospective donors (access) and indicating the organization’s value to the community by their own association with the group (signaling). Here are some key findings: –… Read more »
Nonprofits and Their Boards: An Evolving Relationship
A recent article in The Chronicle of Philanthropy by Maureen West titled “Charities Find Ways to Give Board Members Bigger Roles in Policy” caught our attention. So much of the work we have done with our clients for the past 23 years is meeting with the board members of nonprofits to discuss fundraising strategy and… Read more »
The Giving Institute’s Eight Steps for Selecting Fundraising Counsel
The Curtis Group has been a member of The Giving Institute for nearly five years. Established in 1935, The Giving Institute has been the thought leader membership organization for fundraising consultants and nonprofit services firms. One of the many resources they offer to nonprofit leaders is a list of the eight steps on how to… Read more »
When is the Right Time to Conduct a Capital Campaign?
As the economy slowly shows signs of improvement, we are seeing more nonprofits exploring the idea of conducting a capital campaign. A question we have fielded many times during our 23 years consulting to nonprofits is, “How do you really know when the time is right to begin a capital campaign?” We often use Giving USA, an… Read more »
Corporate Giving: Strategies for Securing Support
Last week Lauren and I attended the AFP-Hampton Roads luncheon presentation titled, “Building Strategic Relationships with Corporations and Foundations.” Amy Nisenson, Executive Director of the Mary Morton Parsons Foundation, and Victor Branch, SVP/Market Manager for Richmond & Hampton Roads, Global Corporate Responsibility Office for Bank of America, were the two presenters. They began their discussion… Read more »
Do you have a Succession Plan in Place?
Most often people think succession plans are something corporations need to have, but nonprofits must also consider them. While the nonprofit sector employs approximately 61.2 million full and part-time employees in this country, it is an unfortunate reality that our industry has a somewhat high turnover rate. According to the 2010 Employment Trends Survey, a… Read more »
You Can Plan, but Can You Execute?
On July 19th and 20th Keith and I participated in the Giving Institute’s Summer Symposium this year held in Park City, Utah. The Giving Institute is a 40-member organization of consulting firms dedicated to education and the promotion of philanthropy and ethical fundraising. This annual gathering brings professionals together from across the country and provides an… Read more »
