Planning

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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.
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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.
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In this interview with Gary Shunk, we discuss the power of forgiveness and how forgiveness allows individuals and families to move forward with their philanthropy and with their lives.

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Combining Barbara Hauser's legal background and Gary Shunk's family facilitation experience yields an insightful article into the privileged family. Dealing with issues of entitlement and childrens' rights as well as their expectations has been given deft analysis...
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The benefits of connecting with gift planners across time include a richer sense of self and mission.  Read on to learn why Gift Planning History.org was created and what it is about.

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24 Mar 2015 | Pooled Income Fund | National Publication | Article | 4 comments

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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Trusts often face various stresses. An outside trustee may help alleviate many of the common issues trustees are unable to resolve.
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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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Recent activity

Randy Fox Interviews Gary Shunk on Forgiveness

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