The Power of Match: Using Endowment Dollars to Induce Legacy Gifts

By: Dan Perla Allow me to tell you a great fundraising story. A donor to the Federation of Greater Washington was interested in giving Federation a legacy gift using universal life insurance. He agreed to a $1 million policy on his and his wife’s life (called “second...

Middle Income Day School Affordability: A Case Study

By: Dan Perla The Solomon Schechter Day School (SSDS) of Greater Boston observed an interesting financial anomaly among the 28 families sending three children to the school (there were no families with more than three children): only one was middle class. By middle...
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