Planning

Bulk operations
Rated
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.
4.5
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

3
Author Bruce DeBoskey asks us to take another look at the 23 year old Donor Bill of Rights.
5
5
Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
5
Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
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Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.
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Six nuggets of wisdom derived from experience and wonderfully voiced.

5

An interview on gifts of tangible personal property with art expert Laurence Zale.

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 Bruce DeBoskey, examines the recent IRS Notice that allows foundations more latitude in mission related investing.

5

Sometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.

4
This interview with Johnne Syverson explores the current state of the gift annuity marketplace and the surprisingly small number of charities that currently offer them. Is there a better solution for charities?
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In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...

5

For years, both the capital gains tax and the estate tax have been referred to as the "Voluntary Taxes." Donors are counseled how to avoid or reduce either of these taxes, by making charitable gifts or by creating planned gift vehicles.  Dan Rice's recent...

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Recent activity

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

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