http://www.pgdc.com/pgdc/feed/1 en Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-4 <!--paging_filter--><p>From around the web there are social media and web presence hints along with a look at the venture philanthropy movement, and more... <span class="read-more"><a href="/pgdc/heard-web-week-4" 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-4#comments General Mon, 15 Sep 2014 19:29:18 +0000 randy a. fox 995889 at http://www.pgdc.com Personalized Philanthropy and the Four Donors - Part 4 of 6 http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-4-6 <!--paging_filter--><p>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. <span class="read-more"><a href="/pgdc/personalized-philanthropy-and-four-donors-part-4-6" title="Read the rest of Personalized Philanthropy and the Four Donors - Part 4 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-4-6#comments Values-Based Steven L. Meyers, Ph.D. Tue, 09 Sep 2014 19:32:51 +0000 randy a. fox 995797 at http://www.pgdc.com Immediate Annuities and Gift Planning - Part Two http://www.pgdc.com/pgdc/immediate-annuities-and-gift-planning-part-two <!--paging_filter--><p>Following <a href="http://www.pgdc.com/pgdc/immediate-annuities-and-gift-planning-part-one">Part I</a> of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable planning scenarios. <span class="read-more"><a href="/pgdc/immediate-annuities-and-gift-planning-part-two" title="Read the rest of Immediate Annuities and Gift Planning - Part Two." 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"> Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> http://www.pgdc.com/pgdc/immediate-annuities-and-gift-planning-part-two#comments Charitable Gift Annuity Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 09 Sep 2014 18:21:20 +0000 randy a. fox 995793 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-3 <!--paging_filter--><p>Donor Advised Funds in the News: Good or Bad? Here's both sides. <span class="read-more"><a href="/pgdc/heard-web-week-3" 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-3#comments General Tue, 09 Sep 2014 18:07:39 +0000 randy a. fox 995792 at http://www.pgdc.com New Private Letter Ruling http://www.pgdc.com/pgdc/new-private-letter-ruling <!--paging_filter--><p>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. <span class="read-more"><a href="/pgdc/new-private-letter-ruling" title="Read the rest of New Private Letter Ruling." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/new-private-letter-ruling#comments Letter Rulings Tue, 09 Sep 2014 17:45:16 +0000 randy a. fox 995791 at http://www.pgdc.com IRA Charitable Rollovers During Legislative Limbo http://www.pgdc.com/pgdc/ira-charitable-rollovers-during-legislative-limbo <!--paging_filter--><p>The Charitable IRA has been a popular, albeit elusive planning tool. Nothing has changed currently. The option has still not been renewed by the IRS and uncertainty remains as to whether it will be. This makes planning a real challenge. Richard Fox offers cautionary guidance on this complex issue. <span class="read-more"><a href="/pgdc/ira-charitable-rollovers-during-legislative-limbo" title="Read the rest of IRA Charitable Rollovers During Legislative Limbo." 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"> The IRA charitable rollover provision expired last year but could be reinstated retroactively, raising uncertainity in planning for 2014 IRA distributions. </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/richard-l-fox">Richard L. Fox, Esq.</a></li> </ul></div> http://www.pgdc.com/pgdc/ira-charitable-rollovers-during-legislative-limbo#comments Retirement Plans Richard L. Fox, Esq. Fri, 05 Sep 2014 13:59:32 +0000 randy a. fox 995744 at http://www.pgdc.com PGDC Contributing Author - Bryan K. Clontz http://www.pgdc.com/pgdc/pgdc-contributing-author-bryan-k-clontz <!--paging_filter--><p>PGDC is pleased to welcome Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP as a contributing author. <span class="read-more"><a href="/pgdc/pgdc-contributing-author-bryan-k-clontz" title="Read the rest of PGDC Contributing Author - Bryan K. Clontz." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/pgdc-contributing-author-bryan-k-clontz#comments General Wed, 03 Sep 2014 19:19:31 +0000 randy a. fox 995720 at http://www.pgdc.com Selecting Your Trustee: Vetting the Family Member http://www.pgdc.com/pgdc/selecting-your-trustee-vetting-family-member <!--paging_filter--><p>Some trusts demand the service of a professional -- like blended families.</p> <p>On the other hand, some trusts can be excellent opportunities for family members to serve. But how to determine whether a particular family member has what it takes? <span class="read-more"><a href="/pgdc/selecting-your-trustee-vetting-family-member" title="Read the rest of Selecting Your Trustee: Vetting the Family Member." 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/selecting-your-trustee-vetting-family-member#comments Practice Daniel P Felix - The Professional Trustee Wed, 03 Sep 2014 18:47:28 +0000 randy a. fox 995719 at http://www.pgdc.com Personalized Philanthropy and the Four Donors - Part 3 of 6 http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-3-6 <!--paging_filter--><p>In Part 3 of his series, Steven Meyers examines the idea of identifying the perfect gift in the context of each of the four donor identities. <span class="read-more"><a href="/pgdc/personalized-philanthropy-and-four-donors-part-3-6" title="Read the rest of Personalized Philanthropy and the Four Donors - Part 3 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-3-6#comments Values-Based Steven L. Meyers, Ph.D. Wed, 03 Sep 2014 14:46:11 +0000 randy a. fox 995702 at http://www.pgdc.com Immediate Annuities and Gift Planning - Part One http://www.pgdc.com/pgdc/immediate-annuities-and-gift-planning-part-one <!--paging_filter--><p>In Part One of a two part series, annuity expert Bryan Clontz gives a brief education on commercial annuities and charitable gift annuities and provides a comparison of the income tax, cash flow and charitable portions of the annuity transaction. <span class="read-more"><a href="/pgdc/immediate-annuities-and-gift-planning-part-one" title="Read the rest of Immediate Annuities and Gift Planning - Part One." 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"> Boring Product, Creative Applications </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> http://www.pgdc.com/pgdc/immediate-annuities-and-gift-planning-part-one#comments Charitable Gift Annuity Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 03 Sep 2014 14:22:18 +0000 randy a. fox 995701 at http://www.pgdc.com