In "Navigating the Shifting Tax Landscape" from the February 17, 2010 issue of The New York Times, writer David Cay Johnston discusses charitable giving from Roth IRAs and the effect of the Obama administration's proposal to limit the tax benefit from charitable gifts and other itemized deductions.  MORE »

Writing for The Washington Post, Staff Writer Ian Shapira discusses how young heirs are seeking a moral balance between inherited windfalls and social responsibilities.  MORE »

Did you miss Robert F. Sharpe Jr. and Marc D. Hoffman when they discussed Integrative Philanthropy when it was broadcast live last week? We've recorded it for you.  MORE »

This is a reminder to set your calendar to join over 1,300 of your colleagues who will be joining Robert F. Sharpe, Jr. and Marc D. Hoffman online next Wednesday to discuss the current philanthropic/political landscape and review the techniques of choice that donors of means are now increasingly using to optimize their giving.  MORE »

Times are tough, but many are still making gifts in support of their charitable interests, and doing so generously. What is changing, however, are the types of assets people are giving and how people are giving them. Less discretionary income and reduced asset values combined with proposed tax increases require that donors more carefully integrate their philanthropy with their financial and estate planning.

On Wednesday, September 23, 2009 at 4:15 PM US Eastern | 1:15 PM US Pacific, Robert F. Sharpe, Jr. and Marc D. Hoffman will describe the current philanthropic/political landscape and review the techniques of choice that donors of means are now increasingly using to optimize their giving.

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Writing for AICPA Wealth Management Insider, Lewis Schiff discusses how affluent dynast households pay particular attention to engaging children in charitable acts and observes that their preferred recipients may be surprising. Of particular interest is whom dynasts consult to assist with their philanthropic decisions.

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This session will explore the relationship challenges that families face in making wise estate planning and philanthropic decisions. The speaker will provide fresh insight on how to help your prospects and clients develop the four basic components that comprise true family wealth: human, intellectual, social, and financial capital. It will deepen their knowledge about family functioning and what gets in the way of their clients making difficult decisions.

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In recent years, there have been a number of PLRs concerning what can be done with income interests in CRTs and PIFs, as well as annuity interests in CGAs. These have been prompted by the increasing interest of charities, donors, and their advisors in such transactions. Yet many gift planners (both planned giving officers and allied professionals) are unsure of what to do when these situations arise. This session fills a need for systematic and clear information on the possibilities, the tax implications, and the procedures.

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For-profit and nonprofit professionals who do not do gift planning full time may not be able to identify a planned giving opportunity. This session will give the gift planner the tools to identify a prospect's financial and personal situation and match the prospect with the best planned giving vehicle. The attendee will learn techniques to gather information to understand a prospect's financial, personal and philanthropic objectives. Planned gifts are often made from assets other than cash. We will learn how to find out more about a prospect's assets and choose the most appropriate planned gift. Numerous case studies will help the attendee apply the skills learned.

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Planners like to see what happens when you implement a new idea in the field—does it just look good on paper or does it really get results? They need more information to be emboldened to advance donor-centered giving in their own shop. The presenters will discuss challenges faced from more than a year of implementation of NCPG's Guidelines for Reporting and Counting Charitable Gifts. They will also suggest how general lessons drawn may apply to other charitable organizations, including making a more compelling case for donor-centered fundraising, using new gift strategies with donors, and building a more collaborative fundraising culture.

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