Research Center

Bulk operations
1 Dec 2016 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

Part two of the interview with Claire Costello provides further insights into the needs of the affluent donor and provides advisors with a clear path to follow to improve the philanthropic aspect of their planning process.

Watching charities is a necessary government function because, while rare, there's an occasional bad charity, and any number of charities whose activities may deserve occasional scrutiny. The first step in this process is requiring the charities to register with the...

23 Nov 2016 | General | National Publication | News story
An olio of findings from around the web as Thanksgivng rolls in.
U.S. Trust has published the results of their current survey of high net worth philanthropy. I had the opportunity to discuss these results with Claire Costello, Managing Director and National Philanthropic Specialist of the Private Bank of U. S. Trust. The...
Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
10 Nov 2016 | General | National Publication | News story

Interesting news from around the web

10 Nov 2016 | General | National Publication | News story

What everyone reading this publication wants to know is where will taxes go and how will that effect giving?

27 Oct 2016 | Revenue Rulings | National Publication | News story

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 2016 is 1.6%; same as October.

Mark Trewitt and I plunge more deeply into some of the interesting estate planning stories contained in his book, "Intergrated Genrosity". Some represent great success, others, not.
EzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
20 Oct 2016 | General | National Publication | News story
Lots of compelling news from the web, including a large and unexpected gift from an unlikely source.
Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.
Why is there new interest in these vehicles?
In case you haven't noticed, Pooled Income Funds are making their presence felt once again. Why is this happening?
12 Oct 2016 | General | National Publication | News story
Very thought provoking articles to be found on the web this week.
Mark Trewitt interview number two continues our exploration of his book and his thoughts on a higher plane of thinking about philanthropy.

There is now more than one way to skin a CRAT - A look at the mathematics of Rev. Proc. 2016-42

6 Oct 2016 | General | National Publication | News story
Interesting inter-generational thinking about giving plus a shot at the IRS attempt to thwart discounts - all from the web.
An interesting case teaches us important lessons about gifts with restrictions.
We wrap up Private Foundations and Donor Advised funds and we wrap up Russell James's book  at the same time.
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7520 Rates: November 1.6% October 1.6% September 1.4%

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