Planning

Bulk operations
Rated
Bruce DeBoskey spots seven important trends that will help shape the future of giving.
5
David Wheeler Newman presents a cogent summary of the effects of UPMIFA regulations on managing Endowment funds.
5
5
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.
0
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.
0
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.
0
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?
0

There is now more than one way to skin a CRAT - A look at the mathematics of Rev. Proc. 2016-42

4
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.
4.5
Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
0
Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.
0

Six nuggets of wisdom derived from experience and wonderfully voiced.

5

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

0

 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
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Recent activity

The Rebirth of the Pooled Income Fund

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

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Plan well to avoid random acts of giving

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