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Oct 1, 2011 12:00 PM
Negotiating Pledges and Restricted Gifts
A roadmap for donors and charities in this challenging economy
Charitable pledges and restricted gifts continue to serve as common means of supporting favored causes. Given the significant capital invested through such gifts, the need for deliberate planning and comprehensive negotiation becomes more important in light of the unpredictable economy. Let's explore the potential issues that may arise during these negotiations from the perspective of both the donor and the charity.
While donors who give through a donor advised fund (DAF) can't use DAF distributions to fulfill legally binding pledges, they may avail themselves of the DAF sponsor's resources in negotiating and managing a structured, long-term gift. I'll feature the Private Donor Group of Fidelity Charitable
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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