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Philanthropy in Practice at The Boston Foundation

Shortly after the December 2004 earthquake and tsunami ravaged Southeast Asia, retired technology executive David N. Campbell left his Carlisle home and flew to Thailand to see what he could do to help.

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Parables for Radically Rethinking Your Philanthropy

In the final section of the series Steven Meyers continues on the path of personalized philanthropy and asks us to consider its impact and effectiveness. He clearly raises our awareness and sharpens our thinking with this interesting paradigm.

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Before buying a car, any informed buyer, even though he may be a very experienced driver, will insist on a test drive. Trusts are a different story. Even though they may be many times more valuable than a car in economic terms, they just land in our laps or fall on...

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Parables for Radically Rethinking Your Philanthropy

In Part 5 of his 6 part series, Steve Meyers points out that financial sophistication and savvy don't necessarily mean philanthropic knowledge. How do you empower the new, passionate donor?

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Parables for Radically Rethinking Your Philanthropy

In Part 4 of his series, Steve Meyers explains the concept of "umbrella" gift agreements and virtual endowments and demonstrates the applicability to various age groups.

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Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach

Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable...

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The IRA charitable rollover provision expired last year but could be reinstated retroactively, raising uncertainity in planning for 2014 IRA distributions.

The Charitable IRA has been a popular, albeit elusive planning tool. Nothing has changed currently. The option has still not been renewed by the IRS and uncertainty remains as to whether it will be. This makes planning a real challenge. Richard Fox offers cautionary...

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Parables for Radically Rethinking Your Philanthropy

In Part 3 of his series, Steven Meyers examines the idea of identifying the perfect gift in the context of each of the four donor identities.

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Boring Product, Creative Applications

In Part One of a two part series, annuity expert Bryan Clontz gives a brief education on commercial annuities and charitable gift annuities and provides a comparison of the income tax, cash flow and charitable portions of the annuity transaction.

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David Wheeler Newman explores the NIMCRUT and its extraordinary possibilities. His case study makes a compelling statement that Charitable Remainder Trusts are alive and well and will continue to be.

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In this brief article, we seek your knowledge and advice on another tricky estate mess. Read on and reply.

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Parables for Radically Rethinking Your Philanthropy

Now that Steven has introduced us to the Four Donors, he takes us further down the path of realizing our vision and merging it with that of the institution. Then he introduces...

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David Wheeler Newman gives us an excellent analysis of excess business holdings and unrelated business taxable income (UBTI) based on a recent PLR.

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Parables for Radically Rethinking Your Philanthropy

We are pleased to introduce the first of six articles in a series written for advisors to share with donors -- hopefully to begin a new conversation about philanthropy with clients/donors who ardently wish to support their most treasured charities. The articles aim...

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Dan Felix, our expert on trustees, takes a deeper look at the trustee's successor and the issues with transition.

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It's worth the time and effort to get up to speed on CGAs

Charitable Gift Annuities are one of the fundamental building blocks of a good planned giving program. This article is meant to reinvigorate the conversation about this flexible and powerful planning tool.

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11 Aug 2014 | Charitable Gift Annuity | National Publication, Ron Brown | Article | 1 comments
Part 1 of a Series

America fell in love with gift annuities in the 1920s. In their enthusiasm for receiving gifts in exchange for fixed, lifetime payments, too many charities committed avoidable errors. George Huggins proposed a solution based on actuarial science. Over ten...

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In this brief article, we seek your knowledge and advice on a tricky estate mess. Read on and reply.

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Charitable auctions have stood the test of time as a great way to leverage our consumption oriented culture for the benefit of philanthropic activities.  While auctions have been traditionally held in connection with special events, in more recent years online...

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The currently high estate exemption ($5.4 Million per individual) was thought to be a death knell for Charitable Remainder Trusts. But aging baby boomers and high capital gains rates tell a different story.

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Recent activity

Immediate Annuities and Gift Planning - Part One

Another Case Study to Examine

Success with Your Successor Trustee

Planned Gift Gone Bad....You Can't Make This Stuff Up

Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959

Rebirth of the Charitable Remainder Trust

Case Study: The Unplanned CRT: Promises Made

BITCOIN Ruling a Death Knell?