http://www.pgdc.com/pgdc/feed/173 en Why is Fundraising Fun? http://www.pgdc.com/pgdc/why-fundraising-fun <!--paging_filter--><p>I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays <em>New York Times</em>. The title was simply <a href="http://www.nytimes.com/2014/03/30/opinion/sunday/why-fund-raising-is-fun.html" style="text-decoration:none;">"Why Fund-Raising is Fun".</a> I encourage you to read the entire article. It's a good read for anyone in our business. Much of the article is about people feeling good when they give. As I read, this paragraph stood out. <span class="read-more"><a href="/pgdc/why-fundraising-fun" title="Read the rest of Why is Fundraising Fun?." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/why-fundraising-fun#comments General Practice Wed, 02 Apr 2014 04:00:00 +0000 melody.griffin 993663 at http://www.pgdc.com Signs Your Clients Need Help With Charitable Planning http://www.pgdc.com/pgdc/signs-your-clients-need-help-charitable-planning <!--paging_filter--><p>Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning. <span class="read-more"><a href="/pgdc/signs-your-clients-need-help-charitable-planning" title="Read the rest of Signs Your Clients Need Help With Charitable Planning." 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"> Charitable donations typically drop off after a surge at the end of the year. </div> </div> </div> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/signs-your-clients-need-help-charitable-planning#comments Practice Values-Based Tue, 01 Apr 2014 04:00:00 +0000 melody.griffin 993670 at http://www.pgdc.com Compliance Tips for Type III Supporting Organizations http://www.pgdc.com/pgdc/compliance-tips-type-iii-supporting-organizations <!--paging_filter--><p>The so-called "Type III supporting organization" ("SO"), is one of the most complex and difficult to understand forms of Section 501(c)(3) tax-exempt organizations. PGDC contributing author Richard Fox provides tips for complying with the statutory and regulatory changes. &nbsp;&nbsp; <span class="read-more"><a href="/pgdc/compliance-tips-type-iii-supporting-organizations" title="Read the rest of Compliance Tips for Type III Supporting Organizations." 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"> Substantial statutory and regulatory changes have made meeting the requirements of a Type III supporting organization even more challenging and complex than ever. </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/compliance-tips-type-iii-supporting-organizations#comments Compliance Richard L. Fox, Esq. Mon, 31 Mar 2014 19:32:14 +0000 melody.griffin 993534 at http://www.pgdc.com BITCOIN Ruling a Death Knell? http://www.pgdc.com/pgdc/bitcoin-ruling-death-knell <!--paging_filter--><p>In Notice 2014-21, The Internal Revenue Service provided guidance regarding the tax treatment of "convertible virtual currency", i. e. Bitcoin. For those who were thinking that Bitcoin or other similar ideas was a panacea for trading freely without the need for reporting transactions, it has become abundantly clear that that is not to be. Instead of currency, Bitcoin is to be treated as property. That means that every transaction must be tracked and is taxed at the fair market value of the property at the time of the transaction. <span class="read-more"><a href="/pgdc/bitcoin-ruling-death-knell" title="Read the rest of BITCOIN Ruling a Death Knell?." 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/bitcoin-ruling-death-knell#comments Tangible Personal Property IRS Notices Two Hawks Consulting, LLC Mon, 31 Mar 2014 04:00:00 +0000 melody.griffin 993665 at http://www.pgdc.com PGDC Contributing Author - Randy Fox http://www.pgdc.com/pgdc/pgdc-contributing-author-randy-fox <!--paging_filter--><p>We are pleased to announce that Randy Fox has joined the PGDC as a contributing author. <span class="read-more"><a href="/pgdc/pgdc-contributing-author-randy-fox" title="Read the rest of PGDC Contributing Author - Randy Fox." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/pgdc-contributing-author-randy-fox#comments General Fri, 21 Mar 2014 22:32:36 +0000 Lee Hoffman 993540 at http://www.pgdc.com Revisiting Families and the Transformative Power of Philanthropy http://www.pgdc.com/pgdc/revisiting-families-and-transformative-power-philanthropy <!--paging_filter--><p>An ever increasing number of high net worth households are wanting their advisors to assist them with the philanthropic conversation. But there is a problem! It is not just the ultra wealthy. We have a chance to use the same methods with many families below the unified gift and estate tax exemption. <span class="read-more"><a href="/pgdc/revisiting-families-and-transformative-power-philanthropy" title="Read the rest of Revisiting Families and the Transformative Power of Philanthropy." 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/revisiting-families-and-transformative-power-philanthropy#comments Values-Based Two Hawks Consulting, LLC Fri, 21 Mar 2014 20:13:55 +0000 Lee Hoffman 993537 at http://www.pgdc.com AiP Conference Alert http://www.pgdc.com/pgdc/aip-conference-alert <!--paging_filter--><p>The International Association of Advisors in Philanthropy (AiP) <a href="http://www.advisorsinphilanthropy.org/events/event_details.asp?id=392005">Conference on Philanthropy</a> will take place April 23-25 at the Hilton, Rosemont Hotel near Chicago's O'Hare International Airport. Registration is now open on the <a href="https://advisorsinphilanthropy.site-ym.com/events/register.aspx?id=392005&amp;itemid=fae5f784-af71-42a6-8342-9466530f945f">AiP website</a>. Speakers include Peter Karoff, John A. Warnick, Phil Cubeta and many others. Plan on attending.</p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/aip-conference-alert#comments Mon, 17 Mar 2014 16:47:29 +0000 melody.griffin 993552 at http://www.pgdc.com White Paper: Everything Charities Need to Know About Life Insurance Gifts http://www.pgdc.com/pgdc/charity-owned-life-insurance <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> An Objective Primer for Planned Giving Officers </div> </div> </div> <!--paging_filter--><p>Life Insurance can be an important asset to charities because if it is structured, funded, and managed properly it is capable of providing a significant amount of liquid wealth that is not correlated to traditional investments or market results.&nbsp; These policies can, in turn, reduce portfolio risk while providing predictable amounts of funding over time.&nbsp; If implemented properly and owned broadly enough, cash flow from life insurance policies can be statistically determined by charities and foundations for which this asset class is appropriate. <span class="read-more"><a href="/pgdc/charity-owned-life-insurance" title="Read the rest of White Paper: Everything Charities Need to Know About Life Insurance Gifts." 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/charity-owned-life-insurance#comments Insurance Two Hawks Consulting, LLC Fri, 07 Mar 2014 19:18:29 +0000 Randy Fox 981359 at http://www.pgdc.com 7520 Rate for April Stable at 2.2% http://www.pgdc.com/pgdc/7520-rate-april-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 April 2014 is 2.2%; Stable with last month's rate. <span class="read-more"><a href="/pgdc/7520-rate-april-stable-22" title="Read the rest of 7520 Rate for April 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-april-stable-22#comments Revenue Rulings Fri, 07 Mar 2014 18:17:29 +0000 Lee Hoffman 993541 at http://www.pgdc.com PGDC Contributing Author - Richard Fox http://www.pgdc.com/pgdc/richard-fox-contributing-author <!--paging_filter--><p>Richard Fox is the first of many new contributing authors we will be highlighting on the PGDC over the coming months. <span class="read-more"><a href="/pgdc/richard-fox-contributing-author" title="Read the rest of PGDC Contributing Author - Richard Fox." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/richard-fox-contributing-author#comments Fri, 07 Mar 2014 03:48:36 +0000 Lee Hoffman 993424 at http://www.pgdc.com