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We continue our deep dive into Charitable Remainder Trusts with Russell James.
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In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...

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Russell begins his deep dive into one of our most important tools, the charitable remainder trust.

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For years, both the capital gains tax and the estate tax have been referred to as the "Voluntary Taxes." Donors are counseled how to avoid or reduce either of these taxes, by making charitable gifts or by creating planned gift vehicles.  Dan Rice's recent...

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Russell James continues on life estates, an under-utilized strategy.

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Finding lost or missing heirs is an important task. This interview with the head of HeirSearch.com provides useful tips for professionals and helps tell the pros from the cons.

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3 May 2016 | General | National Publication | News story

Interesting web news including insights on giving by Richard Branson.

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Russell James heads into a new category, gifts of partial interests, beginning with retained life estates.

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The Planned Giving Design Center is pleased to welcome new contributing author Anthony Glomski, Principal and Founder of AG Asset Advisory, an SEC-registered investment advisory firm.

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New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.

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25 Apr 2016 | General | National Publication | News story

The death of musicial icon, Prince and the ongoing estate battle of Michael Jackson highlight this week's news  No, this isn't the Enquirer.

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20 Apr 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 May 2016 is 1.8%; same as April.

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Russell James completes his detailed section on gifts of partial interests.

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Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.
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Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
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PGDC is pleased to welcome new contributing author Steven Zeiger.

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11 Apr 2016 | General | National Publication | News story
A wake up call from the Next Gen perspective highlights news from the web.
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Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
As life expectancy continues to increase, planners need to re-think how they plan life income gifts for their donors. Using the mortality tables that the IRS allows may not be enough to keep your donors gift safe.
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In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

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We continue a thorough examination of gifts of partial interests with details about undivided interests.
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7520 Rates: May 1.8% April 1.8% March 1.8%

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