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Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.

Six nuggets of wisdom derived from experience and wonderfully voiced.


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


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


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

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?

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...


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...


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.

Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
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.

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...

Author Bruce DeBoskey provides valuable insights into family conversations about values and philanthropy.

New author, Rick Pendykoski, examines the various gift opportunities with individual retirement accounts.

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.
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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