Posts tagged ‘special report’

March 25, 2013

Special Report: PPPGP Recognizes Michael J. Rosen

The Partnership for Philanthropic Planning of Greater Philadelphia has recognized Michael J. Rosen, CFRE for his board service. Allen F. Thomas, JD, CFRE, CAP, President of PPPGP, presented Rosen with a certificate during PPPGP’s March 22, 2013 luncheon program.

Rosen recognized by PPPGP

Michael Rosen (left) receives recognition certificate from Allen Thomas.

Rosen, the President of ML Innovations, served on the PPPGP board from 2007 through 2012. During that time, he held a variety of positions including Chair of the Programming Committee, Vice President, President, and Immediate Past President.

During his tenure, PPPGP achieved a great deal despite the challenging economic situation. PPPGP’s annual conference saw a 33 percent increase in attendance. The number of members set a new record high. The budget was balanced and the cash reserve was enhanced while PPPGP held the line on costs to its members. Additional programs were initiated including roundtable meetings and a nationally recognized two-day fundamentals of planned giving workshop. 

PPPGP also added networking opportunities and a mentoring program. The organization also enhanced its website to include a jobs board and a regular ethics column. PPPGP also created the Legacy Award for Planned Giving Philanthropist of the Year. In addition, the organization changed its name from the Planned Giving Council of Greater Philadelphia to the Partnership for Philanthropic Planning of Greater Philadelphia to be more inclusive and more representative of the philanthropic planning process.

read more »

March 14, 2013

Special Report: Charitable Giving Deduction in the Crosshairs, Again

The US Senate Budget Committee has just released its FY 2014 Budget Resolution. On pages 65 and 66, the Democratic-controlled Committee asserts that the wealthy are unfairly benefiting from “tax expenditures.”

The Budget Committee calls on the Senate Finance Committee to reduce the deficit by limiting or reforming “unfair” tax breaks for the wealthy. The Committee specifically mentions itemized deductions with various options listed for limiting them (i.e.: a percentage cap, hard dollar cap, etc.). The charitable deduction is not exempted from these various proposals.

The Obama Administration has previously floated a similar proposal. You can read my analysis of that in my post: “Obama Plan Could Cost Nonprofit Sector $5.6 Billion a Year.” In short, limiting or eliminating the tax deduction for charitable giving is expected to have a significant, negative impact on giving.

read more »

February 19, 2013

Special Report: Do You Want to Talk with an Award-Winning Author?

Have you ever read a book and wished you could talk directly with the author? Did you ever want to pick the brain of the author to get additional helpful ideas? Have you had questions about the material that you desired to explore more deeply? Were you ever curious about the author’s view of the future? Did you ever wonder what parts of the book the author felt were most important? Did you ever want to let the author know which parts of the book you particularly liked or which parts you disagreed with? Have you ever wanted to know if the author had acquired valuable, new information since writing the book?

If you answered “Yes” to any of the above questions, I have a special opportunity that will interest you.

I (Michael J. Rosen, CFRE) will be interviewed on The Nonprofit Coach Radio Show on Tuesday, February 26, 2013 at 12:00 PM (EST).

Donor-Centered Planned Gift MarketingI wrote the bestselling book Donor-Centered Planned Gift Marketing, for which I won the AFP/Skystone Prize for Research in Fundraising and Philanthropy. The book is on the official CFRE International Resource Reading List. I’ll be discussing the book with host Ted Hart, ACFRE. We’ll also look at the challenges and opportunities presented by recent changes in government policy.

During the program, listeners will have the opportunity to call in to ask questions. You can learn more about the broadcast and find the call-in number by clicking here.

I invite you to listen to the show live and to participate by calling in to the program. If you’re unable to listen to the live show, you will be able to stream it after the broadcast.

read more »

January 24, 2013

Special Report: Lance Armstrong Confesses, Finally

Lance Armstrong finally got around to confessing that he engaged in illegal doping. He admitted that he would not have won the Tour de France a record seven times if he had not doped. He acknowledged that he has been a bully. He demonstrated to the world that he is a liar.

Bent Bike Wheel by tanvach via FlickrArmstrong’s confession in his interview with Oprah Winfrey did not surprise everyone. However, many people did stand-by Armstrong up until the interview. Some of those folks ended up feeling foolish. 

I received an email from one of my readers yesterday. Months ago, the reader had responded to one of my earlier posts about Armstrong. The reader had expressed support for the cyclist and said he should not resign from the Lance Armstrong Foundation (LIVESTRONG) board. This reader’s view was shared by 49 percent of those who responded to my survey.

In yesterday’s email message, the reader apologized to me for having been “incredibly naïve.” I want this reader, and everyone who was duped by this doper for so long, to know that you are not the one who has anything to apologize for. While I appreciate the gesture, I can find no fault in this reader’s desire to see good in a fellow human being. If Armstrong has made anyone more jaded and less trusting as a result of his lies, it’s just another of the many offenses he’s committed.

Unfortunately, it will take us more time to understand the complete fallout from Armstrong’s actions. Will his past connection to LIVESTRONG hurt the nonprofit moving forward? Will LIVESTRONG’s slow reaction time as events unfolded be held against the organization? Now that the world  knows that Armstrong is a liar, will that erode the public’s trust in the charity he created?

read more »

January 10, 2013

Special Report: Are You Ready for 2013? These FREE Resources Will Help

When Congress recently adopted the American Taxpayer Relief Act of 2012, it had an immediate impact on the nonprofit sector. The new law provides some opportunities and challenges. Are you ready for both in 2013?

I’ve already written two posts to provide some useful insights:

Now, Viken Mikaelian and Brian Sagrestano, JD, CFRE, of PlannedGiving.Com, are offering a free webinar on Wednesday, January 16, at 2:00 PM (EST). “What to Tell Your Prospects” will explore:

read more »

January 3, 2013

Special Report: Everything Each NPO Must Know about Fiscal Cliff Legislation

A dysfunctional White House and Congress officially took the United States over the so-called “Fiscal Cliff” at the close of December 31. Fortunately, a deal was reached late on New Year’s Day, hopefully averting what economists say would have been an almost certain return to deep recession.

Since the American Taxpayer Relief Act of 2012 was passed, there’s already been a great deal of confusion and misinformation about what the Act means to the nonprofit sector. 

Thankfully, Brian M. Sagrestano, JD, CFRE, a consultant and co-author of Philanthropic Planning Companion: The Fundraiser’s and Professional Advisors’ Guide to Charitable Gift Planning, has written a careful and thorough analysis of the 157-page Act with particular attention to: income taxes, long-term capital gains and qualified dividends, gift and estate taxes, the IRA Charitable Rollover, and other provisions. He also predicts the impact the Act will have on philanthropy and provides some important tips for all nonprofit organizations.

read more »

December 18, 2012

Special Report: How Will the Fiscal Cliff Affect Nonprofits?

kernow-warning-danger-7558099-l-225x300In recent weeks, there has been an increase in the amount of media coverage of the “Fiscal Cliff” negotiations in Washington, DC. I’ve even written a number of posts on the issue including: “Obama Plan Could Cost Nonprofit Sector $5.6 Billion a Year.”

Now, the blog site Nonprofit Community, hosted by publishers John Wiley & Sons and Jossey-Bass, has asked the question:

How Will the Fiscal Cliff Affect Nonprofits?

I, along with nine other Wiley and Jossey-Bass authors from different perspectives, respond. We offer insights and great advice for every nonprofit organization. By visiting Nonprofit Community, you’ll have a chance to hear from:

read more »

December 17, 2012

Special Report: Mega-Giving Falls Sharply in UK

In the United Kingdom, the value of charitable donations worth £1 million, or more, fell by 7.7 percent to the lowest level in five years, according to the annual Coutts Million Pound Donor Report, published by the Centre for the Study of Philanthropy, Humanitarianism and Social Justice at the University of Kent.

Gifts of £1 million, or more, totaled £1.2 billion for 2010/11, down from £1.3 billion in 2009/10.

Fortunately, the news is not all bad:

In 2010/11, the number of individual donations of £1 million, or more, totaled 232, the largest number since the report’s first study in 2008. 

In addition, the number of donors who gave £1 million, or more, totaled 130 (including individuals, charitable trusts, foundations and corporations). This is a huge increase over 2009/10 when the number was just 73.

The report contains a number of other interesting insights including:

read more »

December 10, 2012

Special Report: PANO Webinar, “Planned Giving Primer”

On Wednesday, December 12, 2012, I will be co-presenting the webinar “Planned Giving Primer” from 1:30 – 3:00 PM (EST – 05:00 GMT). The program is hosted by the Pennsylvania Association of Nonprofit Organizations and the Nonprofit Issues newsletter.

To participate in the live program, click here to register. To purchase a recording of the program at the PANO Online Store, click here. 

Don Kramer, an attorney with Montgomery McCracken Walker & Rhoads and publisher of Nonprofit Issues, and I will review the major planned giving instruments and discuss which ones make the most sense to emphasize in starting a planned giving program. We will also discuss the advantages of integrating planned giving into an existing development program, targeting the best prospects, getting buy-in from the board, and techniques for generating gifts.

read more »

November 5, 2012

Special Report: Former Penn State President Charged in Child Sex Abuse Scandal

The former President of Pennsylvania State University has now been charged in relation to the child sex abuse scandal that has rocked the university.

Graham Spanier faces “eight charges: perjury, two of endangering the welfare of children, obstruction of justice, failure to report suspected child abuse to authorities and conspiracy charges of perjury, obstruction of justice and endangering the welfare of children. Three of the charges Spanier faces are felonies,” according to a Washington Post report.

read more »

%d bloggers like this: