April 2014

Published on April 8, 2014 by

Could you too get a $200,000 major gift?

Last week I called a client to clarify something about an upcoming tax appeal. During the conversation, he informed me a major donor had just made a gift of $200,000 to the current appeal we had worked on together.

This gift, he said, had the office high-fiving and whooping with joy. I have to admit I, too, was very excited for them.

This $200,000 windfall represented a significant proportion of the income budgeted for the year for this charity. In other words, they’re not a multi-million-dollar non-profit.

BUT… I wanted to point out a few lessons about this particular gift. ...

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Published on April 2, 2014 by

The 3 biggest issues I’m seeing right now with 2014 tax appeals

Sorry to all for not being more regular with posts but I’ve been working very hard on several tax appeals – possibly even yours!

One thing I find very interesting. Sometimes more attention seems to be paid to haggling over minor phrasing than to issues that will actually make the biggest difference to appeal results. Hence this post.

The issues causing me the most concern as I try to get the best possible results for clients are these:

1. Getting appropriate stories and images

For some reason, people seem to think that getting beneficiaries or field workers to say nice ...

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