Research Center

Bulk operations
Russell James completes his chapter on income tax limitations for charitable deductions.
The big tribute to good fortune offers a chance to reflect on the growing divide between the haves and have-nots

Bruce DeBoskey provokes our thinking about Thanksgiving, challenging us to quiet introspection about ourselves and those less fortunate.

16 Nov 2015 | General | National Publication | News story
End of the year approaches with interesting tidbits of web news.
11 Nov 2015 | Compliance | National Publication, Richard L. Fox, Esq. | Article | 1 comments
What happens to your gift when the charity goes bust? That's the question that Richard Fox examines based on several recent cases.
Russell James continues on with his explanation on the income tax deduction limitations of charitable gifts.
11 Nov 2015 | General | National Publication | News story | 2 comments
News circulating on the web reveals much about the state and trends in giving.
Family discussions, both systematic and spontaneous, can help achieve clarity and competence in carrying out the wishes in a trust.

Talking can lead to clarity -- clarity about what we want, what we expect, and what's happening. And it can shed light for gaining consensus as well as the necessary competence.

In Dan Felix's...

We continue with Russell James and the first section of his chapter on deduction limitations.
4 Nov 2015 | General | National Publication | News story
As the end of the year approaches, the web is brimming with discussions on giving.

Richard Fox examines a recent IRS notice which favorably impacts the ability of Private Foundations to make mission related investments.

Josh Patrick and Randy Fox discuss exit planning for business owners utilizing charitable strategies. Their discussion also delves into philanthropy in the family of the business owner.
27 Oct 2015 | General | National Publication | News story
New exemption numbers announced and more interesting items from around the web.
Russell James completes Chapter 5 on Valuing Gifts of Charitable Property
20 Oct 2015 | General | National Publication | News story
Really interesting items gleaned from our constant search.

Don't miss the chance to learn about the founding events of American gift planning!  If you come to the National Conference on Philanthropic Planning (NCPP) in Orlando, please attend my Summit Track session.  See the outline below, to be accompanied with...


There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000.  Philanthropic advisors play an important role in guiding these volunteer-driven nonprofits in the performance of...

13 Oct 2015 | General | National Publication | News story
Nuggets keep cropping up as we continue to scout around the web for interesting reading.

Bruce DeBoskey faces down and de-mystifies the controversial subject of charity overhead.

We continue into chapter five of "Visual Planned Giving" by beginning the exploration of the valuation of gifts.
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