Planning

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

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

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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...

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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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New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.

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Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
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Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
As life expectancy continues to increase, planners need to re-think how they plan life income gifts for their donors. Using the mortality tables that the IRS allows may not be enough to keep your donors gift safe.
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In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

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Author Bruce DeBoskey provides valuable insights into family conversations about values and philanthropy.
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New author, Rick Pendykoski, examines the various gift opportunities with individual retirement accounts.

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Author Dan Rice explores and interesting Testamentary Charitable Lead Annuity Trust (TCLAT) strategy meant to relieve beneficiary angst by resolving the issues surrounding the long delayed inheritance.
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16 Mar 2016 | Foundations | National Publication, Richard L. Fox, Esq. | Article | 3 comments
Much has been written about the gift made by Mark Zuckerberg and his wife, Dr Priscilla Chan. A lot of it has been critical. Author Richard Fox contributes a revealing article that thoroughly analyzes much of the reasoning behind this structure.
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George A. Huggins and the Conference on Annuities, 1927-1959

Ron Brown discovers surprising historical relationships among life insurance, pensions, and gift annuities in his latest essay. Why did gift annuity contracts aim to provide 70% for charitable services, and just 30% to finance life annuity payments?

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New author, Dan Rice presents an interesting spin on the Charitable Lead Trusts.
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George A. Huggins and the Conference on Annuities, 1927-1959
Ron Brown continues his in depth exploration of Gift Annuity history discussing the abuses in the American life insurance industry, regulatory reforms by New York State, and how today's design of planned gift programs was shaped by public policy...
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George A. Huggins and the Conference on Annuities, 1927-1959

We continue Ron Brown's exhaustive research on the history of Gift Annuities, now deciphering how the calculations were derived.

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Bruce DeBoskey continues to explore the link between mission and investment policy.

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Bryan Clontz completes his analysis of estate settlement with suggested processes and procedures.
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