Category: Annual Giving Statements

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Taxes

Helping Your Donors Navigate Tax Season

By Michael L. Taylor, CFRE, CFRE, CEO Tax season is a great time to communicate with your donors about how they can make smart decisions about their giving.  In fact, if you have donors who are required to make annual distributions from their individual retirement accounts, there is still time for them to receive a benefit on their 2021 tax returns.  According to IRS rules, anyone who has an IRA must take a required minimum annual distribution (RMD) from their accounts once they turn 72.  But that time is growing short. Eligible donors have until Tax Day (April 18) to give

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Statement

Why You Need to Send Annual Giving Statements

By Michael L. Taylor, CFRE, CFRE, CEO Sending annual giving statements to your donors and funders is a fundraising best practice — and an amazing opportunity to show love to your donors. An annual giving statement is also an opportunity to inform your donors about what makes your nonprofit unique. Donors tell me that they look more favorably at nonprofits that provide gift statements. These documents signal that the nonprofit is thoughtful and organized — and it gives many donors timely and highly useful information as they prepare their income tax returns. Here’s a sample gift statement that I like a

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