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Attorney Jane Peebles continues her examination of Lead Trusts.

We continue through Russell James'  "Visual Planned Giving," now exploring the proper documentation of gifts.
2 Sep 2015 | General | National Publication | News story
A collection of interesting patterns from around the world of philanthropy.
31 Aug 2015 | General | National Publication | News story

Tax Filing Deadlines Take Major Shifts Under New Surface Transportation Law

President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, ...


PGDC is pleased to welcome Jane Peebles, J.D. as a contributing author.

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

Author Bruce DeBoskey brings evidence that family philanthropy is a key to inter-generational continuity.

26 Aug 2015 | General | National Publication | News story
Odds and ends in the news this week, including a very odd case of deception and fraud.
19 Aug 2015 | General | National Publication | News story
A busy week on the web with new rules on NIMCRUTs and new concerns in other areas.

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

We continue with Russell James guiding us through the elements of timing of gifts.
11 Aug 2015 | General | National Publication, EzCharitable | News story | 3 comments

EzCharitable, LLC is a new online company created by Lee Hoffman, CEO of the PGDC, and Randy Fox, EIC of the PGDC, to help advisors...


To become excellent at planned giving, we have identified four distinct areas that you should focus on to CRUSH IT. 

We continue our journey through Visual Planned Giving, now visiting Part 1 of charitable income tax deductions.
5 Aug 2015 | General | National Publication | News story
Surveys still indicate a strong pattern of giving...and more.

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 August 2015 is 2.2%; Stable from July.

We wrap up Dr. James' simple introduction to taxes in this continuation of his book.
A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
27 Jul 2015 | General | National Publication | News story

Interesting happenings in the world of giving, including some unfortunate legal actions.

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7520 Rates: August 2.2% July 2.2% June 2.0%

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