Now, before the time comes to start playing your favorite holiday music, what are you doing for year’s end when it comes to fundraising? The end of the year is an incredibly important time for fundraising, as many people prefer to make year-end, tax-deductible gifts. Do you have a plan? Are you executing your plan? When is it too late? In this episode, Dan Rahill will help answer these and other questions. Dan is a Managing Director for Wintrust Wealth Management and an expert on these matters.
In this episode you'll discover:
Is it too late to approach someone for a donation at the end of the year? 01:18
With the countries economic issues , are we in a favorable giving environments? 02:40
With the housing boom, are companies looking to donate and lower their taxes? 04:00
Is there a specific fund that nonprofits should pay closer attention to? 08:00
How does a client consider charitable giving at the end of the year? 13:55
What are the prospects for tax increases for 2022 19:50
Coaches Corner Question - My Board asked me to draft gift acceptance policies and procedures, how do I start? 22:40
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The opinions presented are those of Dan Rahill of Wintrust Investments and not by any affiliated or contracted research department. Observations and views may change at any time without notice. Information and opinions presented have been obtained or derived from sources believed to be reliable, however, there is no guarantee as to their accuracy or completeness. Wintrust accepts no liability for loss arising from the use of this information. While this information may answer some questions, it is not intended to be a comprehensive analysis of the topic. In addition, such information should not be relied upon as the only source of information, competent tax and legal advice should always be obtained.
Securities, insurance products, financial planning, and investment management services are offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.
Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
