Research Center

Bulk operations
Rated
In our continued exploration of recognizing opportunities for giving, this article examines the effect of sudden life changes as a...
0
A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
0
29 Aug 2017 | General | National Publication | Article
The "Almanac" explores the profound impact of philanthropy on Arts & Culture in America.
0
This section of Opportunity Recognition views age and gender differences and the impact they have on the gift process.
0
24 Aug 2017 | General | National Publication | Article | 2 comments

One of our colleagues, Chuck McLucas, is trying to slay a dragon. He is petitioning congress to allow S Corp stock to Charitable Remainder Trusts. While the PGDC is non political by nature, we can certainly see merit in Chuck's cause. Below is a link to his PAC...

0
23 Aug 2017 | Revenue Rulings | National Publication | News story

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for September 2017 is 2.4%; same as August.

0
As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
0
Collectors make great prospects for philanthropic planning if we know how to bring the discussion to them.
0
22 Aug 2017 | General | National Publication | Article
We explore more from the Almanac, this time exploring philanthropy's impact on education.
0
Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code....
0
We explore some of the many opportunities to discuss philanthropic planning with business owners, one of the best populations for...
0
Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
1
We continue through Charitable Gifts of Noncash Assets with the definitions of basic terminology which many of us take for granted. Clarity and understanding of language is vital to understand.
0
8 Aug 2017 | General | National Publication | Article
As we parse through the Almanac of American Giving, we explore philanthropy's profound impact on medicine.
0
The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
5
2 Aug 2017 | General | National Publication | News story
Intriguing insights showing up in many web news items.
0
Gifts of noncash assets are different. They require a specific process to evaluate and understand. This explores the necessary steps and terminology to begin the exploration of accepting a noncash gift.
0
Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
5
27 Jul 2017 | Revenue Rulings | National Publication | News story

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for August 2017 is 2.4%; up from July.

3
26 Jul 2017 | General | National Publication | Article | 2 comments
This section of the Almanac focuses on famous givers in US history. Surprising and compelling stories abound.
 
4
Syndicate content
7520 Rates: December 26% November 2.4% October 2.2%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry