http://www.pgdc.com/pgdc/feed/143 en From the Editor in Chief: Where We Are Headed http://www.pgdc.com/pgdc/editor-chief-where-we-are-headed <!--paging_filter--><p>I was privileged to know Marc Hoffman for a number of years. He was astute, insightful, articulate and talented. He helped mold the Planned Giving Design Center into what it is today. His untimely passing is indeed a tragedy that touches many, including the readership of this publication. I have no intention of attempting to replace Marc, except to fill the role which he so capably filled. I have my own style, my own experiences and my own viewpoint. <span class="read-more"><a href="/pgdc/editor-chief-where-we-are-headed" title="Read the rest of From the Editor in Chief: Where We Are Headed." 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/editor-chief-where-we-are-headed#comments General Two Hawks Consulting, LLC Tue, 21 Oct 2014 18:57:18 +0000 randy a. fox 998010 at http://www.pgdc.com Inviting a Facilitator to the Family Retreat http://www.pgdc.com/pgdc/inviting-facilitator-family-retreat <!--paging_filter--><p>Randy Fox interviews Gary Shunk in CEG Elite Advisor. This article discusses introducing an independent facilitator to the family retreat process. <span class="read-more"><a href="/pgdc/inviting-facilitator-family-retreat" title="Read the rest of Inviting a Facilitator to the Family Retreat." 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 more common than you think and not a practice of just the ultrawealthy </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/gary-shunk">Gary Shunk</a></li> </ul></div> http://www.pgdc.com/pgdc/inviting-facilitator-family-retreat#comments Values-Based Two Hawks Consulting, LLC Gary Shunk Tue, 21 Oct 2014 18:48:25 +0000 randy a. fox 998008 at http://www.pgdc.com 7520 Rate for November Stable at 2.2% http://www.pgdc.com/pgdc/7520-rate-november-stable-22 <!--paging_filter--><p>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 November 2014 is 2.2%; Stable with the last five month's rates. <span class="read-more"><a href="/pgdc/7520-rate-november-stable-22" title="Read the rest of 7520 Rate for November Stable at 2.2%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/7520-rate-november-stable-22#comments Revenue Rulings Thu, 16 Oct 2014 21:43:20 +0000 Lee Hoffman 997714 at http://www.pgdc.com Free Webinars During National Estate Planning Awareness Week http://www.pgdc.com/pgdc/free-webinars-during-national-estate-planning-awareness-week <!--paging_filter--><p>Free webinars designed to increase financial awareness, literacy and planning across the nation. <span class="read-more"><a href="/pgdc/free-webinars-during-national-estate-planning-awareness-week" title="Read the rest of Free Webinars During National Estate Planning Awareness Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/free-webinars-during-national-estate-planning-awareness-week#comments General Thu, 16 Oct 2014 14:58:20 +0000 melody.griffin 997607 at http://www.pgdc.com National Estate Planning Awareness Week http://www.pgdc.com/pgdc/national-estate-planning-awareness-week <!--paging_filter--><p>The National Association of Estate Planners and Councils (<a href="http://www.naepc.org/" target="_blank">NAEPC</a>) has designated the week of <span class="aBn" data-term="goog_1155641638" tabindex="0"><span class="aQJ">October 20-26, 2014</span></span> as National Estate Planning Awareness Week. <span class="read-more"><a href="/pgdc/national-estate-planning-awareness-week" title="Read the rest of National Estate Planning Awareness Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/national-estate-planning-awareness-week#comments General Mon, 13 Oct 2014 15:48:59 +0000 melody.griffin 997183 at http://www.pgdc.com Is a Human Corpse Property That Can Be Made the Subject of a Trust? http://www.pgdc.com/pgdc/human-corpse-property-can-be-made-subject-trust <!--paging_filter--><p>While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of <em>Loring and Rounds: A Trustee's Handbook</em>, explains. <span class="read-more"><a href="/pgdc/human-corpse-property-can-be-made-subject-trust" title="Read the rest of Is a Human Corpse Property That Can Be Made the Subject of a Trust?." 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/loring-and-rounds-trustees-handbook">Charles E. Rounds Jr, Fiduciary Consultant</a></li> </ul></div> http://www.pgdc.com/pgdc/human-corpse-property-can-be-made-subject-trust#comments Ethics Charles E. Rounds Jr, Fiduciary Consultant Fri, 10 Oct 2014 15:46:22 +0000 randy a. fox 997169 at http://www.pgdc.com Money, Family and Philanthropy http://www.pgdc.com/pgdc/money-family-and-philanthropy <!--paging_filter--><p>In this first in a series, Randy Fox interviews Gary Shunk of Family Wealth Dynamics about how family communications often stall the philanthropic process and explores methodologies to resolve these issues. <span class="read-more"><a href="/pgdc/money-family-and-philanthropy" title="Read the rest of Money, Family and Philanthropy." 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"> Randy Fox interviews Gary Shunk </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/gary-shunk">Gary Shunk</a></li> </ul></div> http://www.pgdc.com/pgdc/money-family-and-philanthropy#comments Values-Based Two Hawks Consulting, LLC Gary Shunk Thu, 09 Oct 2014 19:57:03 +0000 randy a. fox 997159 at http://www.pgdc.com Scholarship Plan Gone Bad http://www.pgdc.com/pgdc/scholarship-plan-gone-bad <!--paging_filter--><p>Scholarship gone bad. Makes one wonder who gave this advice. <span class="read-more"><a href="/pgdc/scholarship-plan-gone-bad" title="Read the rest of Scholarship Plan Gone Bad." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/scholarship-plan-gone-bad#comments U.S. Tax Court Thu, 09 Oct 2014 19:41:09 +0000 randy a. fox 997158 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-6 <!--paging_filter--><p>As we near year end, giving information blossoms all over the web. <span class="read-more"><a href="/pgdc/heard-web-week-6" 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-6#comments General Tue, 30 Sep 2014 16:25:57 +0000 melody.griffin 997002 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-5 <!--paging_filter--><p>From the very rich to practical wisdom about better relationships with donors, the chatter from around the web is putting charity at the forefront. <span class="read-more"><a href="/pgdc/heard-web-week-5" 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-5#comments General Tue, 23 Sep 2014 18:45:25 +0000 randy a. fox 996127 at http://www.pgdc.com