http://www.pgdc.com/pgdc/feed/173 en Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations http://www.pgdc.com/pgdc/charitable-gifts-bitcoin-tax-appraisal-legal-and-processing-considerations <!--paging_filter--><p>Contributing author Bryan Clontz explores the implications of gifts of&nbsp; Bitcoin and other virtual currencies. <span class="read-more"><a href="/pgdc/charitable-gifts-bitcoin-tax-appraisal-legal-and-processing-considerations" title="Read the rest of Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations." 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/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/charitable-gifts-bitcoin-tax-appraisal-legal-and-processing-considerations#comments Intangible Personal Property Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 04 Nov 2014 18:19:53 +0000 randy a. fox 998789 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-1927-1959-0 <!--paging_filter--><p><a href="http://www.pgdc.com/pgdc/calculating-gifts-george-huggins-and-conferences-annuities-1927-1959">Part 1</a> of this series tells of an emergency Conference on Annuities convened on April 29, 1927 to address a looming crisis: too many charitable organizations were issuing gift annuity contracts with too little understanding of long-term financial and reputational risks.&nbsp; Part 2 describes gift annuity activity in the U.S. in the 1920s, and shows why the financial security system created by George Huggins filled a profound need. <span class="read-more"><a href="/pgdc/calculating-gifts-george-huggins-and-conferences-annuities-1927-1959-0" 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 2: Gift Annuities on the Brink </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-1927-1959-0#comments Charitable Gift Annuity Ron Brown Tue, 04 Nov 2014 14:20:34 +0000 randy a. fox 998785 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-9 <!--paging_filter--><p>The web keeps providing interesting data on donors, charities and planning options. Here's a little of what we found this week. <span class="read-more"><a href="/pgdc/heard-web-week-9" 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-9#comments General Tue, 28 Oct 2014 18:57:03 +0000 randy a. fox 998232 at http://www.pgdc.com PGDC Contributing Author - Bruce DeBoskey, Philanthropic Strategist http://www.pgdc.com/pgdc/pgdc-contributing-author-bruce-deboskey-philanthropic-strategist <!--paging_filter--><p>The Planned Giving Design Center is pleased to welcome new contributing author, Bruce DeBoskey, Philanthropic Strategist. <span class="read-more"><a href="/pgdc/pgdc-contributing-author-bruce-deboskey-philanthropic-strategist" title="Read the rest of PGDC Contributing Author - Bruce DeBoskey, Philanthropic Strategist." 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/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> http://www.pgdc.com/pgdc/pgdc-contributing-author-bruce-deboskey-philanthropic-strategist#comments General Bruce DeBoskey, Philanthropic Strategist Tue, 28 Oct 2014 18:52:13 +0000 randy a. fox 998231 at http://www.pgdc.com Case Study: Should I do this? http://www.pgdc.com/pgdc/case-study-should-i-do <!--paging_filter--><p>The wide reach of The Planned Giving Design Center (PGDC) leads to many interesting opportunities, not the least of which are questions from donors about gift structures, strange opportunities or other inquiries. <span class="read-more"><a href="/pgdc/case-study-should-i-do" title="Read the rest of Case Study: Should I do this?." 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/case-study-should-i-do#comments Charitable Lead Trust Two Hawks Consulting, LLC Mon, 27 Oct 2014 18:14:33 +0000 randy a. fox 998176 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-8 <!--paging_filter--><p>A lot of controversial data coming from the web. Donors increase their giving but don't think it's effective! We continue being curious and exploring interesting trends and issues. <span class="read-more"><a href="/pgdc/heard-web-week-8" 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-8#comments General Fri, 24 Oct 2014 19:08:38 +0000 randy a. fox 998157 at http://www.pgdc.com The legacy you leave: Meaningful philanthropy in your lifetime http://www.pgdc.com/pgdc/legacy-you-leave-meaningful-philanthropy-your-lifetime <!--paging_filter--><p>In this fascinating article, new author Bruce DeBoskey delves into the issues of family legacy and the inter-generational transfer of values. <span class="read-more"><a href="/pgdc/legacy-you-leave-meaningful-philanthropy-your-lifetime" title="Read the rest of The legacy you leave: Meaningful philanthropy in your lifetime." 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/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> http://www.pgdc.com/pgdc/legacy-you-leave-meaningful-philanthropy-your-lifetime#comments Values-Based Bruce DeBoskey, Philanthropic Strategist Fri, 24 Oct 2014 14:07:40 +0000 randy a. fox 998148 at http://www.pgdc.com Selecting Your Trustee - Checklist of Trustee Attributes http://www.pgdc.com/pgdc/selecting-your-trustee-checklist-trustee-attributes <!--paging_filter--><p>Who will serve as the trustee, whether now or after you are unable to yourself?</p> <p>A prudent approach to choosing may well consider: Which trustee has the attributes best suited to meet your needs? <span class="read-more"><a href="/pgdc/selecting-your-trustee-checklist-trustee-attributes" title="Read the rest of Selecting Your Trustee - Checklist of Trustee Attributes." 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-checklist-trustee-attributes#comments Governance Daniel P Felix - The Professional Trustee Wed, 22 Oct 2014 15:08:47 +0000 randy a. fox 998100 at http://www.pgdc.com Technical Advice Memorandum Regarding Excess Business Holdings http://www.pgdc.com/pgdc/technical-advice-memorandum-regarding-excess-business-holdings <!--paging_filter--><p>The IRS recently released this TAM on excess business holdings. It's based on an interesting set of facts. <span class="read-more"><a href="/pgdc/technical-advice-memorandum-regarding-excess-business-holdings" title="Read the rest of Technical Advice Memorandum Regarding Excess Business Holdings." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/technical-advice-memorandum-regarding-excess-business-holdings#comments Technical Advice Memoranda Wed, 22 Oct 2014 15:04:56 +0000 randy a. fox 998099 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-7 <!--paging_filter--><p>Heckerling Tax Institute online registration nears while new study to emphasize best practices for NFPs. <span class="read-more"><a href="/pgdc/heard-web-week-7" 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-7#comments General Tue, 21 Oct 2014 19:09:20 +0000 randy a. fox 998011 at http://www.pgdc.com