http://www.pgdc.com/pgdc/feed/194 en PGDC Contributing Author - Steven L. Meyers http://www.pgdc.com/pgdc/pgdc-contributing-author-steven-l-meyers <!--paging_filter--><p>We are pleased to announce that Steven L. Meyers has joined the PGDC as a contributing author. <span class="read-more"><a href="/pgdc/pgdc-contributing-author-steven-l-meyers" title="Read the rest of PGDC Contributing Author - Steven L. Meyers." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/pgdc-contributing-author-steven-l-meyers#comments General Thu, 21 Aug 2014 20:04:53 +0000 randy a. fox 995553 at http://www.pgdc.com Best Lawyers(c) 2015 Honors MS&K Trusts and Estates Attorneys http://www.pgdc.com/pgdc/best-lawyersc-2015-honors-msk-trusts-and-estates-attorneys <!--paging_filter--><p>One of the PGDC's Contributing Authors was recently named "Lawyer of the Year". <span class="read-more"><a href="/pgdc/best-lawyersc-2015-honors-msk-trusts-and-estates-attorneys" title="Read the rest of Best Lawyers(c) 2015 Honors MS&amp;K Trusts and Estates Attorneys." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/david-wheeler-newman">David Wheeler Newman</a></li> </ul></div> http://www.pgdc.com/pgdc/best-lawyersc-2015-honors-msk-trusts-and-estates-attorneys#comments General David Wheeler Newman Thu, 21 Aug 2014 19:36:16 +0000 randy a. fox 995551 at http://www.pgdc.com IRS Rules on Private Foundation Ownership of Apartment Building http://www.pgdc.com/pgdc/irs-rules-private-foundation-ownership-apartment-building <!--paging_filter--><p>David Wheeler Newman gives us an excellent analysis of excess business holdings and unrelated business taxable income (UBTI) based on a recent PLR. <span class="read-more"><a href="/pgdc/irs-rules-private-foundation-ownership-apartment-building" title="Read the rest of IRS Rules on Private Foundation Ownership of Apartment Building." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/david-wheeler-newman">David Wheeler Newman</a></li> </ul></div> http://www.pgdc.com/pgdc/irs-rules-private-foundation-ownership-apartment-building#comments Compliance Foundations David Wheeler Newman Tue, 19 Aug 2014 19:45:51 +0000 randy a. fox 995519 at http://www.pgdc.com Personalized Philanthropy and the Four Donors - Part 1 of 6 http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-1-6 <!--paging_filter--><p>We are pleased to introduce the first of six articles in a series written for advisors to share with donors -- hopefully to begin a new conversation about philanthropy with clients/donors who ardently wish to support their most treasured charities. The articles aim to introduce some of the basic concepts of Personalized Philanthropy, a powerful new and tested model for charitable planning which challenges conventional fundraising practices in bridging current and future giving so that donor impact and recognition may begin immediately and scale up over time. <span class="read-more"><a href="/pgdc/personalized-philanthropy-and-four-donors-part-1-6" title="Read the rest of Personalized Philanthropy and the Four Donors - Part 1 of 6." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Parables for Radically Rethinking Your Philanthropy </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/steven-l-meyers">Steven L. Meyers, Ph.D.</a></li> </ul></div> http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-1-6#comments Values-Based Steven L. Meyers, Ph.D. Tue, 19 Aug 2014 18:14:15 +0000 randy a. fox 995515 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-1 <!--paging_filter--><p>Our first item continues the storytelling series. We then move to the IRS, where telling stories can only cause trouble. Read what they say about donative intent. <span class="read-more"><a href="/pgdc/heard-web-week-1" title="Read the rest of Heard on the Web: This Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/heard-web-week-1#comments General Tue, 19 Aug 2014 15:37:28 +0000 randy a. fox 995512 at http://www.pgdc.com Success with Your Successor Trustee http://www.pgdc.com/pgdc/success-your-successor-trustee <!--paging_filter--><p>Dan Felix, our expert on trustees, takes a deeper look at the trustee's successor and the issues with transition. <span class="read-more"><a href="/pgdc/success-your-successor-trustee" title="Read the rest of Success with Your Successor Trustee." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/daniel-p-felix-professional-trustee">Daniel P Felix - The Professional Trustee</a></li> </ul></div> http://www.pgdc.com/pgdc/success-your-successor-trustee#comments Values-Based Daniel P Felix - The Professional Trustee Tue, 19 Aug 2014 14:38:32 +0000 randy a. fox 995508 at http://www.pgdc.com Charitable Gift Annuities http://www.pgdc.com/pgdc/charitable-gift-annuites <!--paging_filter--><p>Charitable Gift Annuities are one of the fundamental building blocks of a good planned giving program. This article is meant to reinvigorate the conversation about this flexible and powerful planning tool. <span class="read-more"><a href="/pgdc/charitable-gift-annuites" title="Read the rest of Charitable Gift Annuities." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> It&#039;s worth the time and effort to get up to speed on CGAs </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/two-hawks-consulting">Two Hawks Consulting, LLC</a></li> </ul></div> http://www.pgdc.com/pgdc/charitable-gift-annuites#comments Charitable Gift Annuity Two Hawks Consulting, LLC Thu, 14 Aug 2014 17:36:14 +0000 randy a. fox 995468 at http://www.pgdc.com Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959 http://www.pgdc.com/pgdc/calculating-gifts-george-huggins-and-conferences-annuities-1927-1959 <!--paging_filter--><p>America fell in love with gift annuities in the 1920s. In their enthusiasm for receiving gifts in exchange for fixed, lifetime payments, too many charities committed avoidable errors. George Huggins proposed a solution based on actuarial science. Over ten Conferences on Annuities from 1927-1959, Huggins and other leaders changed the world of gift planning by applying statistical methods to analyze gift experiences and develop standards of practice. Charities, professional advisors, legislators, and regulators created a robust public policy framework based on concepts like present value and average annuitant mortality. <span class="read-more"><a href="/pgdc/calculating-gifts-george-huggins-and-conferences-annuities-1927-1959" title="Read the rest of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Part 1 of a Series </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/ron-brown">Ron Brown</a></li> </ul></div> http://www.pgdc.com/pgdc/calculating-gifts-george-huggins-and-conferences-annuities-1927-1959#comments Charitable Gift Annuity Ron Brown Mon, 11 Aug 2014 20:11:01 +0000 randy a. fox 995397 at http://www.pgdc.com Planned Gift Gone Bad....You Can't Make This Stuff Up http://www.pgdc.com/pgdc/planned-gift-gone-badyou-cant-make-stuff <!--paging_filter--><p>In this brief article, we seek your knowledge and advice on a tricky estate mess. Read on and reply. <span class="read-more"><a href="/pgdc/planned-gift-gone-badyou-cant-make-stuff" title="Read the rest of Planned Gift Gone Bad....You Can&#039;t Make This Stuff Up." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/two-hawks-consulting">Two Hawks Consulting, LLC</a></li> </ul></div> http://www.pgdc.com/pgdc/planned-gift-gone-badyou-cant-make-stuff#comments Charitable Remainder Trust Two Hawks Consulting, LLC Mon, 11 Aug 2014 15:10:25 +0000 randy a. fox 995385 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-0 <!--paging_filter--><p>We continue to provide topics to keep you informed and up to date in the universe of planned giving trends and ideas. <span class="read-more"><a href="/pgdc/heard-web-week-0" title="Read the rest of Heard on the Web: This Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/heard-web-week-0#comments General Fri, 08 Aug 2014 14:50:32 +0000 randy a. fox 995371 at http://www.pgdc.com