Archive for February 2021

What It Is, What It Isn’t, When It Works and When It Doesn’t With so much economic volatility over the last 15 years, charities are increasingly exploring reinsurance as a risk management strategy for gift annuities.  While it is a relatively simple concept, charities and advisors have erroneous preconceived notions about the viability of reinsurance…

The most recent donor data comes from 2018 where individual taxpayers reported noncash contributions totaling $83.5 billion, more than a third of all income tax charitable deductions reported that year. Nearly all of this was almost certainly unrealized long-term gain. As gift planners are aware, the tax Code provides strong incentives for contributions of appreciated property. The…