Planning

Bulk operations
Rated

As we get into the substance of the book we begin to explore the bread thanks to the potential of non cash assets in all forms.

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As we dig further in to Bryan Clontz's book, we explore the scope of the opportiunity of non cash assets. So much wealth is concentrated there it makes perfect sense to understand them and how to monetize them effectively.
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Examining the risks in making a gift is a relatively silent topic. Bruce DeBoskey explores the subject by analyzing a new study. Interesting and thought provoking territory.
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We conclude Mike Stuart's insight into storytelling as a tool for empowering generosity with a real life story of a professional colleague of mine.

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We continue to write about the re-emergence of the Pooled Income fund. Anybody paying attention?
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We dig deeper into understanding how to make the best use of the rich material found in "Charitable Gifts of Non-Cash Assets".
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We are pleased to begin our series that will ultimately publish the entire content of Charitable Gifts of Noncash Assets. Noncash assets represent a tremendous opportunity for both advisors and charities but they are, by their very nature, complex. This...

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The Thing You Push Against is the Thing That Lifts You Up

Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...

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Bruce DeBoskey spots seven important trends that will help shape the future of giving.
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5 Jan 2017 | Compliance | National Publication, David Wheeler Newman | Article | 1 comments
David Wheeler Newman presents a cogent summary of the effects of UPMIFA regulations on managing Endowment funds.
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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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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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Mark Trewitt and I plunge more deeply into some of the interesting estate planning stories contained in his book, "Intergrated Genrosity". Some represent great success, others, not.
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EzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
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Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.
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Why is there new interest in these vehicles?
In case you haven't noticed, Pooled Income Funds are making their presence felt once again. Why is this happening?
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There is now more than one way to skin a CRAT - A look at the mathematics of Rev. Proc. 2016-42

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Recent activity

Understanding UPMIFA: Important Endowment Concepts

The Rebirth of the Pooled Income Fund

The 5 Things You Need To Know About The New 2016-42 CRAT

Donation of Intellectual Property: What Does It Look Like? - Part 4

Case Study: The Simplest Planned Gift: Funding Outright Gifts with Appreciated Securities

Plan well to avoid random acts of giving

Charitable Gifts of Real Property

Viatical Settlements: Myths and Misconceptions

Simple Gifts and Planned Gifts

Creating a "safe zone" with family philanthropy

Case Study: Keeping a Treasured Residence in the Family