Research Center

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21 Sep 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 October 2017 is 2.2%; down from September.

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Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
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Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation.
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Clontz and Raffin present alternative methods for charities to participate in gifts of real estate as well as describe alternative types of real estate gifts.
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19 Sep 2017 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

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Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you can use to explain the CRAT. Read...

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13 Sep 2017 | General | National Publication | News story

Good, thought provoking thinking found in my regular web searches.

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12 Sep 2017 | General | National Publication | Article
Further in the Philanthropy Almanac, we're made aware of philanthropy's impact on our national parks, nature preserves, zoos and other benefits that we tend to take for granted.
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We explore opportunities for identifying charitable gifts for those families that have special needs.
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Clontz and Raffin dig more deeply into gifts of real estate assets.
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Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
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Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
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In our continued exploration of recognizing opportunities for giving, this article examines the effect of sudden life changes as a...
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A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
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29 Aug 2017 | General | National Publication | Article
The "Almanac" explores the profound impact of philanthropy on Arts & Culture in America.
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This section of Opportunity Recognition views age and gender differences and the impact they have on the gift process.
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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...

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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.

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As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
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Collectors make great prospects for philanthropic planning if we know how to bring the discussion to them.
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7520 Rates: October 2.2% September 2.4% August 2.4%

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