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16 Oct 2014 | 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 November 2014 is 2.2%; Stable with the last five month's rates.

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16 Oct 2014 | General | National Publication | News story

Free webinars designed to increase financial awareness, literacy and planning across the nation.

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13 Oct 2014 | General | National Publication | News story

The National Association of Estate Planners and Councils (NAEPC) has designated the week of October 20-26, 2014 as National...

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While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...

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Randy Fox interviews Gary Shunk

In this first in a series, Randy Fox interviews Gary Shunk of Family Wealth Dynamics about how family communications often stall the philanthropic process and explores methodologies to resolve these issues.

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Scholarship gone bad. Makes one wonder who gave this advice.

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30 Sep 2014 | General | National Publication | News story

As we near year end, giving information blossoms all over the web.

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25 Sep 2014 | General | The Boston Foundation | News story
Advisor Insights from The Boston Foundation

If it seems like the world is suffering more disasters than usual, that's because it is.

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Philanthropy in Practice at The Boston Foundation

Shortly after the December 2004 earthquake and tsunami ravaged Southeast Asia, retired technology executive David N. Campbell left his Carlisle home and flew to Thailand to see what he could do to help.

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23 Sep 2014 | General | National Publication | News story

From the very rich to practical wisdom about better relationships with donors, the chatter from around the web is putting charity at the forefront.

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Parables for Radically Rethinking Your Philanthropy

In the final section of the series Steven Meyers continues on the path of personalized philanthropy and asks us to consider its impact and effectiveness. He clearly raises our awareness and sharpens our thinking with this interesting paradigm.

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22 Sep 2014 | General | National Publication | News story | 1 comments

We are pleased to announce Randy A. Fox has accepted the position as Editor-in-Chief of the Planned Giving Design Center and we could not be more pleased. Randy brings a long history of acheivements in planned giving with him, having been personally involved in over...

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17 Sep 2014 | 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 October 2014 is 2.2%; Stable with the last four month's rates.

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Before buying a car, any informed buyer, even though he may be a very experienced driver, will insist on a test drive. Trusts are a different story. Even though they may be many times more valuable than a car in economic terms, they just land in our laps or fall on...

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Parables for Radically Rethinking Your Philanthropy

In Part 5 of his 6 part series, Steve Meyers points out that financial sophistication and savvy don't necessarily mean philanthropic knowledge. How do you empower the new, passionate donor?

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15 Sep 2014 | General | National Publication | News story

From around the web there are social media and web presence hints along with a look at the venture philanthropy movement, and more...

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Parables for Radically Rethinking Your Philanthropy

In Part 4 of his series, Steve Meyers explains the concept of "umbrella" gift agreements and virtual endowments and demonstrates the applicability to various age groups.

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Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach

Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable...

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9 Sep 2014 | General | National Publication | News story

Donor Advised Funds in the News: Good or Bad? Here's both sides.

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In this PLR the IRS offers clarification on a number of private foundation issues: excess business holdings; UBTI; and self-dealing. Interesting facts and circumstances lead to a very favorable outcome.

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7520 Rates: Nov 2.2% Oct 2.2% Sep 2.2%

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