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25 Nov 2014 | Revenue Rulings | National Publication | News story

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for December 2014 is 2.0%; Down .2% from last month's rate.


The Planned Giving Design Center is pleased to welcome new contributing author, Deborah Goldstein.


New contributing author Deborah Goldstein challenges us to elevate our giving during the holiday season and to think about its impact on others and ourselves.

21 Nov 2014 | General | National Publication | News story

Favorable news as we enter the holiday season. Make this a Happy Thanksgiving.

20 Nov 2014 | General | National Publication | Article

Let's put the "giving" back into Thanksgiving!


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


I was motivated to reach out to Mike Norton after listening to the book he recently co-authored with Elizabeth Dunn,...

4 Nov 2014 | General | National Publication | News story

Giving stays in the spotlight as it grows and spreads to new dimensions.


Contributing author Bryan Clontz explores the implications of gifts of  Bitcoin and other virtual currencies.

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...

28 Oct 2014 | General | National Publication | News story

The web keeps providing interesting data on donors, charities and planning options. Here's a little of what we found this week.


The Planned Giving Design Center is pleased to welcome new contributing author, Bruce DeBoskey, Philanthropic Strategist.


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.

24 Oct 2014 | General | National Publication | News story

A lot of controversial data coming from the web. Donors increase their giving but don't think it's effective! We continue being curious and exploring interesting trends and issues.


In this fascinating article, new author Bruce DeBoskey delves into the issues of family legacy and the inter-generational transfer of values.


Who will serve as the trustee, whether now or after you are unable to yourself?

A prudent approach to choosing may well consider: Which trustee has the attributes best suited to meet your needs?


The IRS recently released this TAM on excess business holdings. It's based on an interesting set of facts.

21 Oct 2014 | General | National Publication | News story

Heckerling Tax Institute online registration nears while new study to emphasize best practices for NFPs.

21 Oct 2014 | General | National Publication, Two Hawks Consulting, LLC | Article | 1 comments

I was privileged to know Marc Hoffman for a number of years. He was astute, insightful, articulate and talented. He helped mold the Planned Giving Design Center into what it is today. His untimely passing is indeed a tragedy that touches many, including the...

It's more common than you think and not a practice of just the ultrawealthy

Randy Fox interviews Gary Shunk in CEG Elite Advisor. This article discusses introducing an independent facilitator to the family retreat process.

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7520 Rates: Dec 2.0 Nov 2.2% Oct 2.2%

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