The Reckoning

Do you hear the sound of engines revving in the distance? That’s the sound of hundreds – thousands – of development shops gearing up as the pandemic wanes. Fundraisers hitting the road. In-person visits. Special events being scheduled. In a few months that distant sound will be a roar. Organizations across the nonprofit landscape willContinue reading “The Reckoning”

Gifts of Mutual Fund Shares

Many more Americans these days own shares in mutual funds than own individual stock.  So you’d think gifts to nonprofits of mutual fund shares would be much more commonplace than gifts of stock. You’d think so, and I thought so once, but that is not the case.  The typical development shop will see stock giftsContinue reading “Gifts of Mutual Fund Shares”