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CRUTs are sometimes difficult to explain to clients. There are a lot of options. But not if you have the right FREE tool. Read this and then download the tool.

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5 Mar 2015 | National Publication | Article

Click here to read AIP’s tribute to Randy so you understand the personal satisfaction of helping others while building your...

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I’m proud to announce that the Planned Giving Design Center’s editor in chief, Randy Fox,  has been selected by his peers as the recipient of The International Association of Advisors in Philanthropy’s 2015 Scott Fithian award for his...

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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 March 2015 is 1.8%; Down .2% from last month's rate.

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Todd Fithian explores the "values" conversation in this recent interview. The realization that understanding the alignment between family values and family philanthropy is of major importance as we work with donor families.

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Part 3.4: A Gift Annuity Campaign Catches Fire - National Leadership

After its phenomenally successful Annuity Bond campaign captured national attention, the American Bible Society embraced new standards of advertising ethics.  ABS led the first professional association of philanthropic planners for more than six decades.

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16 Feb 2015 | General | National Publication | News story
Interesting insights into donors and new hope for a permanent IRA rollover.
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Author Bruce DeBoskey reaffirms the importance of the philanthropic conversation for professional advisors.
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I have the opportunity to break new ground as Editor in Chief for The Planned Giving Design Center. In late March (19-20), I'll be attending and reporting from the...

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4 Feb 2015 | General | National Publication | News story
Odds and Ends provide interesting insights into the world of philanthropy.
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From February 25th-27th of this year, I'll be attending and speaking at the Laureate Circle Gathering  in San Diego, CA. This is the eleventh year for the Gathering and because there is a...

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4 Feb 2015 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

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A deeper dive into understanding donor families and their values.

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28 Jan 2015 | General | National Publication | News story
Fascinating happenings from around the world of giving this week.
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27 Jan 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 February 2015 is 2.0%; Down .2% from last month's rate.

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Part 3.1: A Gift Annuity Campaign Catches Fire - Introduction

Philanthropic planners owe a tremendous debt to the American Bible Society, which captured the attention of the country with its gift annuity campaign in the 1920s, raising millions of dollars for its mission and inspiring many other charities to start life-income...

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27 Jan 2015 | Values-Based | National Publication, Gary Shunk | Article | 1 comments

This interview with Gary Shunk describes "Entitlement" and offers solutions for addressing the issue including the use of family philanthropy

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25 Jan 2015 | General | National Publication | News story

Generational differences are changing the face of philanthropy and tax changes may change it even more.

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7520 Rates: March 1.8 Feb 2.0 Jan 2.2

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