General

Bulk operations
Rated
We dive deeper into Charitable Lead Trusts with part 2 of Russell James' exploration and analysis.
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16 Jun 2016 | General | National Publication | News story
Lots of newsworthy items on the web including new stats on increased giving and more IRS transparency.
0
We begin our examination of Charitable Lead Trusts with Part 1 of 3 with Russell James.
3
9 Jun 2016 | General | National Publication | News story
No, this isn't the Enquirer, but Hollywood estate plans sure are in the news.
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We conclude the deep dive into charitable remainder trusts by exploring the variations available and their applications.
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7 Jun 2016 | General | National Publication | News story

A look at the ethical roots of the donated dollar highlights this weeks news from around the internet.

0
1 Jun 2016 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

2

Russell James continues part three on charitable remainder trusts.

5
23 May 2016 | General | National Publication | News story
Summer is unofficially here and the news is brighter than a summer's day.
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We continue our deep dive into Charitable Remainder Trusts with Russell James.
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Russell begins his deep dive into one of our most important tools, the charitable remainder trust.

4.5

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

0
3 May 2016 | General | National Publication | News story

Interesting web news including insights on giving by Richard Branson.

0

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

0

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.

5
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.

0

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

0

PGDC is pleased to welcome new contributing author Steven Zeiger.

0
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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Recent activity

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