Bulk operations

Author Richard Fox explores the implications of a recent Tax Court Case, Estate of Schaefer, on the calculation of the 10% Remainder Interest qualification necessary when establishing Charitable Remainder Trusts.


Attorney Jane Peebles continues her examination of Lead Trusts.

New contributing author Jane Peebles brings us the first of three articles on Charitable Lead Trusts.

Charles rounds asks a provocative question about the very nature of trusts.

Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.
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...

5 Mar 2015 | Charitable Remainder Trust | National Publication | Article | 5 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.

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.

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...

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.


An interesting confluence of CRT and ESOP presented by Richard Fox.


Recently, Randy Fox was interviewed on "Exit Coach Radio". This discussion with host Steve Beatty discusses the "charitable stock bailout" plan.


California has recently passed new legislation that removes some of the onerous tax consequences caused by UBTI in Charitable Remainder Trusts.

Part 2: Gift Annuities on the Brink

Part 1 of this series tells of an emergency Conference on Annuities convened on April 29, 1927 to address a looming crisis: too many charitable organizations...


The wide reach of The Planned Giving Design Center (PGDC) leads to many interesting opportunities, not the least of which are questions from donors about gift structures, strange opportunities or other inquiries.

Philanthropy in Practice at The Boston Foundation

Shortly after the December 2004 earthquake and tsunami ravaged Southeast Asia, retired technology executive David N. Campbell left his Carlisle home and flew to Thailand to see what he could do to help.

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Recent activity

Whether the trust relationship should be fundamentally transmogrified into a juristic entity/person

Explaining the CRUT to Your Client

Planned Gift Gone Bad....You Can't Make This Stuff Up


Private Foundations and Donor Advised Funds

California (Finally) Conforms to Federal Treatment of UBTI in Charitable Remainder Trusts

Case Study: Should I do this?

Another Case Study to Examine