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16 Apr 2014 | General | National Publication | News story

We are pleased to announce that Daniel Felix has joined the PGDC as a contributing author.

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16 Apr 2014 | General | National Publication | News story

A recent article in the Chronicle of Philanthropy supports a widely held belief that the charitable income tax deduction is safe for at least the year 2014. What remains unknown is whether or not such items as the charitable IRA rollover will be extended...

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What advisors need to understand about CRTs, CLTs and fiduciary responsibility

The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...

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10 Apr 2014 | Marketing | National Publication | Article | 2 comments
Nonprofits who work with professional advisors can increase their chances for success and yes, survival.

I believe nonprofits who chose to reduce their planned giving and endowment building efforts to chase current dollars made a mistake that may cost them their very survival. Read what The Chronicle of Philanthropy article reported and come to your own...

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9 Apr 2014 | Information Release | National Publication | News story | 1 comments

In a recent release, IR-2014-31, Karen L. Hawkins, Director of the Office of Professional...

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The IRS requests comments in Federal Register/ Volume 79, No. 66/Monday April 7, 2014. The notice is regarding Rev. Proc. ...

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Recently, the IRS issued clarification for Private Foundations regarding the responsibilities of the granting organizations and its grantees, to assure that the granted funds were utilized for their intended purposes. Generally, grantees must now provide reasonable...

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I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...

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Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

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Substantial statutory and regulatory changes have made meeting the requirements of a Type III supporting organization even more challenging and complex than ever.

The so-called "Type III supporting organization" ("SO"), is one of the most complex and difficult to understand forms of Section 501(c)(3) tax-exempt organizations. PGDC contributing author Richard Fox provides tips for complying with the statutory and regulatory...

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In Notice 2014-21, The Internal Revenue Service provided guidance regarding the tax treatment of "convertible virtual currency", i. e. Bitcoin. For those who were thinking that Bitcoin or other similar ideas was a panacea for trading freely without the need for...

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21 Mar 2014 | General | National Publication | News story

We are pleased to announce that Randy Fox has joined the PGDC as a contributing author.

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An ever increasing number of high net worth households are wanting their advisors to assist them with the philanthropic conversation. But there is a problem! It is not just the ultra wealthy. We have a chance to use the same methods with many families below the...

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17 Mar 2014 | National Publication | News story

The International Association of Advisors in Philanthropy (AiP) Conference on Philanthropy will take place April 23-25 at the Hilton, Rosemont Hotel near Chicago's O'Hare...

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An Objective Primer for Planned Giving Officers

Life Insurance can be an important asset to charities because if it is structured, funded, and managed properly it is capable of providing a significant amount of liquid wealth that is not correlated to traditional investments or market results.  These policies...

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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 April 2014 is 2.2%; Stable with last month's rate.

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7 Mar 2014 | National Publication | News story

Richard Fox is the first of many new contributing authors we will be highlighting on the PGDC over the coming months.

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While the IRA Charitable rollover has survived time and time again since 2006, in this article Richard Fox explains why donors and their advisors need to beware and proceed with caution.

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For purposes of determining the deduction for pooled income funds less than three years old the rate for 2014 has dropped from 1.8% in 2013 to 1.4% creating a very high charitable deduction. Can we do anything with it?

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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 March 2014 is 2.2%; a decrease of .2% since last month.

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7520 Rates: Apr 2.2% Mar 2.2% Feb 2.4%

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