September 2013

News by CTAC



Giving USA: The Annual Report on Philanthropy, a publication of Giving USA Foundation™, researched and written by the Indiana University Lilly Family School of Philanthropy, has released a free “high-lights” version of the comprehensive 2012 charitable giving report.

An estimated amount of $316.23 billion was donated to charitable causes by Americans in 2012, which is a 3.5 percent increase from 2011 (1.5% adjusted for inflation).

To obtain your free copy of the high-lights or purchase the full study, click here.

Advisor Corner

Being Proactive for Your Clients: Year-end Giving

As we approach year-end and the holiday season is almost among us, your clients may begin to think about making donations to charities and causes that mean most to them. They may also come to you for advice as to which giving vehicles may be best for them. Or, perhaps, YOU want to be proactive, and you approach your clients regarding the pleasant subject of charitable giving.

Click here to read more.

Donor Corner

Year-End Review: Meet with Your Advisor

As the season begins to change and with the holiday season quickly approaching, it is time to begin thinking of your financial goals for 2014.

Meeting with your trusted advisor before year end will serve as a beneficial time to review how your portfolio has performed this past year as well as discuss what you’d like to see in the future. There are several topics in which you should discuss with your advisor:

Click here to read more.

Fundraiser Corner

The 4 P's of Effective Writing

You're not Ernest Hemingway, Nora Roberts, or for that matter, whoever writes the back of cereal boxes. How can you craft an effective donor story?

Click here to read more.

Upcoming Conferences

IRS Discount Rate

National Conference on Philanthropic Planning, Oct. 15-17, Minneapolis October: 2.4%
National Philanthropy Day, Nov. 1, Cleveland September: 2.0%
Nat'l Association of Estate Planners & Councils, Nov. 20-22, Las Vegas August: 2.0


Questions? Recommendations for a future article? Email Kristen Schmidt at

*The opinions expressed by CTAC are not intended as legal advice. Please find consultation for advice specific to your situation. CTAC is happy to answer any questions you may have.