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More and more, donors are seeking to align their investing values with their giving intent. Contributing author Bruce DeBoskey explores the merits and methods of impact investing.
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In this interview with Gary Shunk, we discuss the power of forgiveness and how forgiveness allows individuals and families to move forward with their philanthropy and with their lives.

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8 Apr 2015 | General | National Publication | News story
A mixed bag of news from the web this week, from the coming "golden age of philanthropy" to the government's attempt to dampen philanthropy, we reveal all sides of the issue.
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Combining Barbara Hauser's legal background and Gary Shunk's family facilitation experience yields an insightful article into the privileged family. Dealing with issues of entitlement and childrens' rights as well as their expectations has been given deft analysis...
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PGDC contributing author Steve Meyers has crystallized his game changing thinking into a user friendly manual for an entire new way of thinking about philanthropy.

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1 Apr 2015 | General | National Publication | News story
More celebrities making news. Some good, some....
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The benefits of connecting with gift planners across time include a richer sense of self and mission.  Read on to learn why Gift Planning History.org was created and what it is about.

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Orlando - Presented by Purposeful Planning Institute, the first Fusion Collaboration took place March 19-20 in Orlando.

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30 Mar 2015 | General | National Publication | News story
IRS seems to dominate the news with a few celebrities sneaking in.
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27 Mar 2015 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

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24 Mar 2015 | Pooled Income Fund | National Publication | Article | 4 comments

Pooled Income Funds (PIF) have been around for a long time and, until recently, fallen out of favor. Perhaps because interest and dividend rates have been at historical lows for several years and because most PIFs were established some years ago, the combination of...

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24 Mar 2015 | 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 April 2015 is 2.0%; Up a tic from last month's rate.

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Trusts often face various stresses. An outside trustee may help alleviate many of the common issues trustees are unable to resolve.
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24 Mar 2015 | General | National Publication | News story
Bad results on several fronts. Bad planning and a charity goes astray.
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Non-Profits face many risk management issues. This articles provides a thorough overview of some of the risks and appropriate management responses to those risks.
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Richard Fox analyzes a recent CCA which points to a substance over form issue on a complex charitable transaction. Caution to overly aggressive planners.
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Josh Patrick interviews Randy Fox on the Business Sustainability Radio Show.

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16 Mar 2015 | General | National Publication | News story

And still more taxes...

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The Internal Revenue Service reminded taxpayers planning to claim charitable donations to make sure they have the records they need before filing their 2014 tax returns.

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Bruce DeBoskey Discusses Corporate Philanthropy

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7520 Rates: April 2.0 March 1.8 Feb 2.0

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