The Importance of Timing of Gift Planning Communications

• Reviewing the annual calendar
• Does "one time fit all?"
• Importance of continuity

Dedicated Alumnus Gives Much More Than Expected -- Without Being Asked!

Can We Talk? A Basic Guide to Interviewing

AFMR Discount Rates

Here is the trend in adjusted federal midterm rates (AFMRs), which are used in calculating the benefits of split-interest gifts:

MARCH 1997	7.8%
APRIL 1997	7.8%
MAY 1997	8.2%
JUNE 1997	8.2%
JULY 1997	8.0%
AUGUST 1997	7.6%