Research Center

Bulk operations
Rated

A great summary of the IRA rollover rules and history provided by PGDC contributor David Wheeler Newman.

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17 Dec 2014 | General | National Publication | News story

News this week strengthens our belief that philanthropy is a critical part of our American system and that the American public is becoming more and more demanding of those of us who act on its behalf.

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An interesting confluence of CRT and ESOP presented by Richard Fox.

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Dennis Walsh examines the challenging subject of gifts of intellectual property.

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Charitable expert Sue McEntee brings an interesting viewpoint to light, succession planning for charities.

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Recently, Randy Fox was interviewed on "Exit Coach Radio". This discussion with host Steve Beatty discusses the "charitable stock bailout" plan.

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Contributing author Bryan Clontz takes a closer look at the non financial benefits of philanthropy and provides insight into an approach that advisors should consider when discussing philanthropy with their clients.

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4 Dec 2014 | General | National Publication | Article

Author Deborah Goldstein recently spoke to the students of Santa Catalina School about philanthropy and values. Read her summary of events.

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2 Dec 2014 | General | National Publication | News story

Philanthropy discussions on the web are becoming broader and deeper. A good sign for all involved.

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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.

2

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

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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.

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21 Nov 2014 | General | National Publication | News story

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

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20 Nov 2014 | General | National Publication | Article

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

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

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

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4 Nov 2014 | General | National Publication | News story

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

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

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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...

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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.

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7520 Rates: Dec 2.0 Nov 2.2% Oct 2.2%

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