Planning

Bulk operations
Rated
New contributing author Jane Peebles brings us the first of three articles on Charitable Lead Trusts.
5

Author Bruce DeBoskey brings evidence that family philanthropy is a key to inter-generational continuity.

0

Charles rounds asks a provocative question about the very nature of trusts.

5
0
A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
0

Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

3.5
Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
0
Tom Hubler continues and completes his discussion on forgiveness in family business.
0
23 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 1 comments
Tom Hubler continues his examination on emotions in family businesses. His thoughts on forgiveness continue here.
0
Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.
1
4 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 2 comments
A family business advisor shares his personal story

Author Tom Hubler continues his exploration of emotions in business, this time examining "Gratitude".

5
The Core Polarity in the Trustscape: Balancing the Trust Creator's Wishes and the Needs of the Beneficiaries
Dan Felix continues his exploration of "polarity thinking" as it applies to trusts. This installment discusses the need to balance the beneficiaries' needs with the grantor's wishes.
0
A Brief Introduction to Polarity Thinking
Contributing author Dan Felix broaches the new topic of Polarity Thinking and applies it to the trust environment. As you'll see, it will certainly open the eyes of charitable trustees as well.
5
0
Richard Fox explores recent cases to clarify our understanding of the deductibility of the donation of various types of easements.
0
Tom Hubler continues his fascinating series on emotions in the family business by focusing on gratitude.
0
Tom Hubler continues his series on emotions in family business, by focusing on compassion.
5

Thomas Hubler discusses how forgiveness can better your family business and our world.

5
Randy Fox interviews Rod Zeeb
Rod Zeeb previews his Advisors in Philanthropy talk on how to "create" philanthropists within the family by offering a new and different conversation about giving.
0
More and more, donors are seeking to align their investing values with their giving intent. Contributing author Bruce DeBoskey explores the merits and methods of impact investing.
4.5
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