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17 Jul 2014 | General | National Publication | News story

We are pleased to announce that Alan Breus has joined the PGDC as a...

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8 Jul 2014 | General | National Publication | News story

Recent research indicates that donors who feel more connected to a charity tend to donate more. While this seems obvious, it's good reinforcement based on real science.

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After many months, the IRS has now released a simplified version of the form 1023, known as the 1023-EZ. This form is meant to streamline the process by which smaller non-profits seek exempt status.

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2 Jul 2014 | General | National Publication | News story

We are pleased to announce that Charles E. Rounds, Jr. has joined the PGDC as a...

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Dan Felix takes a deeper dive into the idea of taking a trust for a test drive with practical ideas and suggestions for debugging and preventing future snags.

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24 Jun 2014 | General | National Publication | News story

We are pleased to announce that David Wheeler Newman has joined the PGDC as a contributing author.

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17 Jun 2014 | General | National Publication | News story

Good news for charities as Giving USA study points to significant increases in giving.

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9 Jun 2014 | General | National Publication | News story | 1 comments

Donor Advised Funds (DAFs)  have become a center of controversy for some strange reason. Yet, recent data shows that grants from DAFs, as a percentage of assets, continue to rise. Comment below if you can tell us why donors should not have flexibility.

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9 Jun 2014 | General | National Publication | News story

The role of the Community Foundation continues to shift as more and varied types of giving opportunities present themselves to donors. How do Community Foundations stay relevant amidst the new giving "noise" that donors are confronted with? Or, do Community...

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A cautionary tale you need to read

This is a great cautionary tale: for advisors; for donors: for charities; and for financial institutions. One of the most common suggestions for donors today is to "simply name your favorite charity" as the beneficiary of your IRA (or other qualified plan). We...

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Basic engineering calls for a field test before the maiden voyage - especially for a vehicle carrying precious human cargo.

Would an airplane manufacturer release aircraft that hadn't been tested?

Would you put your family on an aircraft that hadn't...

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29 May 2014 | General | National Publication | Article | 1 comments

Eric Friedman is a philanthropist, not an advisor, not a fundraiser. So we need to listen. His opinion is critical to our understanding of the donor. Not only read his very opinionated article, but also read the reviews of his book at Amazon.com and click to see who...

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6 May 2014 | General | National Publication | News story

We are pleased to announce that Gary Shunk has joined the PGDC as a contributing author.

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28 Apr 2014 | General | National Publication | News story

On May 8, 2014 the IRS will host a webinar featuring Form 990 filing tips.

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21 Apr 2014 | General | National Publication | News story
Biggest Growth Seen for Major Gifts; Community Donations Show Signs of Decline

Charitable giving by U.S. individuals, foundations, and corporations gained in the first quarter as stock prices rose and the job market improved, but donations have not fully recovered to their pre-recession level, fundraising professionals said.

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16 Apr 2014 | General | National Publication | News story

We are pleased to announce that Daniel Felix has joined the PGDC as a contributing author.

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16 Apr 2014 | General | National Publication | News story

A recent article in the Chronicle of Philanthropy supports a widely held belief that the charitable income tax deduction is safe for at least the year 2014. What remains unknown is whether or not such items as the charitable IRA rollover will be extended...

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I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...

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21 Mar 2014 | General | National Publication | News story

We are pleased to announce that Randy Fox has joined the PGDC as a contributing author.

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22 Feb 2014 | General | National Publication | News story | 32 comments
Many of us make it through life. Only some define it.

This is a news story I never thought I would have to write. Marc Hoffman, my brother, Editor-in-Chief and co-founder of the Planned Giving Design Center, my business partner of thirty-one years and eight years my junior, passed away peacefully at his home in Midway...

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A Tribute to Marc D. Hoffman