Research Center

Bulk operations
We wrap up Dr. James' simple introduction to taxes in this continuation of his book.
A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
27 Jul 2015 | General | National Publication | News story

Interesting happenings in the world of giving, including some unfortunate legal actions.


We continue With Russell James "Visual Planned Giving" with the first part of his Introduction to Taxes.


Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
Tom Hubler continues and completes his discussion on forgiveness in family business.
16 Jul 2015 | General | National Publication | News story
There's an entirely interesting universe of information flowing around the internet. Here's some of it.

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 July 2015 is 2.2%; Up from the prior two months.

7 Jul 2015 | General | National Publication | News story
More and more research about donors; what they think and how they give. Interesting...
We continue with part 2 of the Introduction to Visual Planned Giving by contributing author Russell James III.
Contributing author Bruce DeBoskey shares his recent interview with former president Bill Clinton.
23 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 1 comments
Tom Hubler continues his examination on emotions in family businesses. His thoughts on forgiveness continue here.
23 Jun 2015 | General | National Publication | News story
Interesting things happening in the world of giving as found on the Web. Congress and the IRS both making waves.
Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.

PGDC is pleased to welcome Russell James III as a contirbuting author.


We are pleased to begin our journey through Dr. Russell James III, Visual Planned Giving.

14 Jun 2015 | General | National Publication | News story
The news from the web this week is upbeat. Giving has recovered from its slump!
An Introduction to the Law and Taxation of Charitable Gift Planning

Visual Planned Giving

An Introduction to the Law & Taxation of
Charitable Gift Planning



Richard Fox provides a thorough view of the self-dealing rules by analyzing two recent Private Letter Rulings.

Syndicate content
7520 Rates: July 2.2% June 2.0% May 1.8%

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