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(2-5-10) The Partnership for Philanthropic Planning has joined with over 20 national organizations to urge President Obama to reconsider his budget proposal to limit the value of itemized deductions for charitable contributions. In a
letter sent to the President this week the groups stated, "As charities struggle to meet increased demands for their services and raise additional funds, we need to encourage all individuals, regardless of income and wealth, to be more charitable. Limiting the value of the charitable deduction does the exact opposite and would fundamentally alter the tradition of charitable giving that has made America one of the most generous nations in the world."
(2-1-10) Paul Schervish and John Havens Researchers at Boston College's
Center on Wealth and Philanthropy have developed the a model designed to estimate future charitable giving by households on a quarterly basis. Schervish and Havens describe the model and the results of the first trial in the January/February issue of
Advancing Philanthropy, the journal of the
Association of Fundraising Professionals.
(2-1-10) Tanya Howe Johnson, President and CEO of the Partnership for Philanthropic Planning, gave the luncheon keynote address at the
LEAVE A LEGACY® 10th year Celebration hosted by the Planned Giving Council of Northeast Indiana. In addition to Ms. Johnson’s remarks, Fort Wayne Mayor Tom Henry presented a proclamation in recognition of the community-wide LEAVE A LEGACY effort, and many
founding contributors were recognized.
(1-20-10) Tanya Howe Johnson, President and CEO of the Partnership for Philanthropic Planning, is featured in a recent
whitepaper entitled, During Tough Times, Role of Planned Giving Gains Prominence. Published by
Lois L. Lindauer Searches, the paper also features input from gift planners at Arizona State University, Children’s Healthcare of Atlanta, and M.D. Anderson Cancer Center, among others.
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(2-3-10) The Partnership on Philanthropic Planning is continuing to
speak out in opposition to President Obama’s fiscal year
2011 budget provision that would reduce the value of tax deductions for charitable donations made by families earning more than $250,000 a year. The Partnership remains opposed to this proposal and continues to work with key partners on and off Capitol Hill to promote tax policy that provides strong charitable giving incentives.
(1-28-10) Upon release of the annual survey on college endowments from the National Association of College and University Business Officers, Senator Chuck Grassley (R-IA), ranking member of the Senate Finance Committee,
suggested the possibility of a minimum pay-out requirement for endowments, donor-advised funds, and certain supporting organizations. "The thinking is that since these organizations are allowed to accumulate money tax-free for their charitable purpose, they should have to spend at least a small amount fulfilling that purpose," Senator Grassley said.
(1-22-10) Senate Finance Committee Chairman Max Baucus (D-MT) said he expects to draft estate tax legislation that will reimpose the estate tax retroactively to the start of 2010 but that timing remains uncertain. According to pres reports, the timing of action on estate tax legislation might be part of the strategy Democrats use to bridge the gap between a simple extension of the 2009 estate tax levels that President Obama favors and the more aggressive exemption level and tax rates being sought by many Republicans and some moderate Democrats.
(1-19-10) The Partnership for Philanthropic Planning and our
members share in compassion and concern for the people and
devastation in Haiti. Many charitable organizations represented
by PPP members are actively responding to this tragedy. For more
information on the needs and how you can help, visit
USAID. President Obama has signed into law
legislation that will allow taxpayers to make cash
contributions to Haiti relief programs until March 1,
2010 and claim those contributions on their 2009 income
tax return.
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(2-5-10) Senate leaders are currently drafting a major "job creation" bill that could potentially include an one-year extension of the IRA Charitable Rollover provision that expired on December 31st. A vote could take place on the Senate floor as early as next week.
(2-2-10) PPP invites experienced and innovative planners from all sectors of the philanthropic planning community to propose sessions for the 2010 National Conference on Philanthropic Planning. The Call for Presentations system is now open. Proposals must be submitted by March 15. To see a checklist of information required to submit a proposal, click
here. To access the Call for Presentations, click
here.
(1-26-10) The PPP Virtual Seminar Series continues on Wednesday, March 17, with “Bequest Boot Camp—Ten Exercises to Strengthen Your Bequest Program” presented by Karen Gallardo, senior director of gift planning and major gifts for the AARP Foundation. The program provides 1.5 hours of CFRE credit. Virtual seminars bring the best sessions from the National Conference on Philanthropic Planning and other great national presenters to your desktop. For more information about the programs in the series, click
here.
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