Planning

Bulk operations
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Pooled Income Funds (PIF) have been around for a long time and, until recently, fallen out of favor. Perhaps because interest and dividend rates have been at historical lows for several years and because most PIFs were established some years ago, the combination of...

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Josh Patrick interviews Randy Fox on the Business Sustainability Radio Show.

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5 Mar 2015 | Charitable Remainder Trust | National Publication | Article | 1 comments

Charitable Remainder Unitrusts are sometimes difficult to explain to clients. There are a lot of options. But not if you have the right FREE tool. Read and download the tool now.

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Todd Fithian explores the "values" conversation in this recent interview. The realization that understanding the alignment between family values and family philanthropy is of major importance as we work with donor families.

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Part 3.4: A Gift Annuity Campaign Catches Fire - National Leadership

After its phenomenally successful Annuity Bond campaign captured national attention, the American Bible Society embraced new standards of advertising ethics.  ABS led the first professional association of philanthropic planners for more than six decades.

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Author Bruce DeBoskey reaffirms the importance of the philanthropic conversation for professional advisors.
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A deeper dive into understanding donor families and their values.

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Part 3.1: A Gift Annuity Campaign Catches Fire - Introduction

Philanthropic planners owe a tremendous debt to the American Bible Society, which captured the attention of the country with its gift annuity campaign in the 1920s, raising millions of dollars for its mission and inspiring many other charities to start life-income...

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27 Jan 2015 | Values-Based | National Publication, Gary Shunk | Article | 1 comments

This interview with Gary Shunk describes "Entitlement" and offers solutions for addressing the issue including the use of family philanthropy

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Can two planning vehicles park in the same garage?

Attorney Bob Napier compares and contrasts the advantages and disadvantage of Donor Advised Funds and Private Foundations.

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Author Bruce DeBoskey highlights the changing attitude toward the investment of social capital that aligns it more with philanthropic mission and purpose.

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Dan Felix and I discuss the role of the trustee and point out some of the pitfalls as well as some of the benefits of various selections.

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In this final installment of the series, we'll build further on the case study in Part III by considering some important planning points regarding the donation of an...

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Todd Fithian explores the origins and importance of "above the line" client conversations; what they are and why they are important for advisors and planned giving officers everywhere.

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A new and very different approach for selecting a trustee presented by Dan Felix.

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In the third part of his series, Dennis Walsh will walk through a case study to examine what the valuation and tax effect of the donation of an intellectual property asset can look like in practice.

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More and more emphasis is being placed on giving thought before giving money. Author Bruce DeBoskey provides specific ideas on how to give more effectively.

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In the second installment on his review of the donation of Intellectual Property, Dennis Walsh digs more deeply into issues of valuation.

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Recent activity

Private Foundations and Donor Advised Funds

Explaining the CRUT to Your Client

Randy Fox Interviews Todd Fithian on Values

Randy Fox Interviews Gary Shunk on the Issue of Entitlement

The Impact on the Charitable Deduction of the New Phaseout of Itemized Deductions

Randy Fox interviews Mike Norton, Harvard Business School professor and author

California (Finally) Conforms to Federal Treatment of UBTI in Charitable Remainder Trusts

Case Study: Should I do this?

New PGDC Tool: "Inline" Presentations

Another Case Study to Examine

Immediate Annuities and Gift Planning - Part One