General

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

Conferences and Events that should be interesting to our readers.

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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.
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23 Nov 2016 | General | National Publication | News story
An olio of findings from around the web as Thanksgivng rolls in.
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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...
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Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
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10 Nov 2016 | General | National Publication | News story

Interesting news from around the web

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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?

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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.
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12 Oct 2016 | General | National Publication | News story
Very thought provoking articles to be found on the web this week.
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Mark Trewitt interview number two continues our exploration of his book and his thoughts on a higher plane of thinking about philanthropy.
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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.
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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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5 Oct 2016 | General | National Publication | News story
The web is full of delights and nuggets of useful news.
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27 Sep 2016 | General | National Publication | Article

October is the 8th Anniversary of National Estate Planning Awareness Week/Month (October 17-23)

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27 Sep 2016 | General | National Publication | News story

A mixed bag of giving news from around the web. But an interesting mix it is.

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14 Sep 2016 | General | National Publication | News story

Interesting news from around the web.

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The complex and arcane tax rules of private family foundations are the subject of this exploration.
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Randy Fox interviews author Mark Trewitt, exploring the basic principles of his book, "Integrated Generosity".

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Dr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
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More on gifts of retirement accounts; this exploration around testamentary gifts.
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