by Robert Shafis | Oct 23, 2023 | Estate Giving, estate planning, Planned Giving, Tax Planning | Donor Conversation, Planned giving, Planning
A big change is scheduled for the United States estate tax code. It is set to begin in 2026. Now, you may be wondering why we’re even talking about this. After all, it’s only 2023. Surely you don’t need to think about a tax code change that won’t take effect for a...
by Richard Perry and Jeff Schreifels | Dec 1, 2021 | Analysis, estate planning, Patience | Economics, Planned giving, Return on Investment
Getting buy-in for planned giving requires you to help the decision makers at your non-profit to understand the economics of planned giving. Because when they don’t understand the economics, they can’t see the millions of dollars they are losing. To us at Veritus,...
by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving
OK, 2020 is about to close. And folks are out there scrambling on the last minute details of Christmas and “doing what needs to be done” on financial planning/charitable giving for the end of the year. We asked our Director of Planned Giving Services, Bob Shafis, to...