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

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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?

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

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21 Oct 2014 | General | National Publication | News story

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

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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...

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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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16 Oct 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 November 2014 is 2.2%; Stable with the last five month's rates.

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16 Oct 2014 | General | National Publication | News story

Free webinars designed to increase financial awareness, literacy and planning across the nation.

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13 Oct 2014 | General | National Publication | News story

The National Association of Estate Planners and Councils (NAEPC) has designated the week of October 20-26, 2014 as National...

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While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...

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Randy Fox interviews Gary Shunk

In this first in a series, Randy Fox interviews Gary Shunk of Family Wealth Dynamics about how family communications often stall the philanthropic process and explores methodologies to resolve these issues.

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Scholarship gone bad. Makes one wonder who gave this advice.

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30 Sep 2014 | General | National Publication | News story

As we near year end, giving information blossoms all over the web.

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25 Sep 2014 | General | The Boston Foundation | News story
Advisor Insights from The Boston Foundation

If it seems like the world is suffering more disasters than usual, that's because it is.

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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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23 Sep 2014 | General | National Publication | News story

From the very rich to practical wisdom about better relationships with donors, the chatter from around the web is putting charity at the forefront.

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Parables for Radically Rethinking Your Philanthropy

In the final section of the series Steven Meyers continues on the path of personalized philanthropy and asks us to consider its impact and effectiveness. He clearly raises our awareness and sharpens our thinking with this interesting paradigm.

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22 Sep 2014 | General | National Publication | News story | 1 comments

We are pleased to announce Randy A. Fox has accepted the position as Editor-in-Chief of the Planned Giving Design Center and we could not be more pleased. Randy brings a long history of acheivements in planned giving with him, having been personally involved in over...

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17 Sep 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 October 2014 is 2.2%; Stable with the last four month's rates.

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Before buying a car, any informed buyer, even though he may be a very experienced driver, will insist on a test drive. Trusts are a different story. Even though they may be many times more valuable than a car in economic terms, they just land in our laps or fall on...

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7520 Rates: Nov 2.2% Oct 2.2% Sep 2.2%

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