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Russell James heads into a new category, gifts of partial interests, beginning with retained life estates.

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The Planned Giving Design Center is pleased to welcome new contributing author Anthony Glomski, Principal and Founder of AG Asset Advisory.

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New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.

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25 Apr 2016 | General | National Publication | News story

The death of musicial icon, Prince and the ongoing estate battle of Michael Jackson highlight this week's news  No, this isn't the Enquirer.

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20 Apr 2016 | 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 May 2016 is 1.8%; same as April.

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Russell James completes his detailed section on gifts of partial interests.

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Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.
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Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
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PGDC is pleased to welcome new contributing author Steven Zeiger.

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11 Apr 2016 | General | National Publication | News story
A wake up call from the Next Gen perspective highlights news from the web.
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Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
As life expectancy continues to increase, planners need to re-think how they plan life income gifts for their donors. Using the mortality tables that the IRS allows may not be enough to keep your donors gift safe.
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In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

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We continue a thorough examination of gifts of partial interests with details about undivided interests.
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5 Apr 2016 | General | National Publication | News story
Lots of cool stuff out there on the web. Very interesting PLR on CRTs included.
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Russell James begins his exploration of gifts of partial interests, a much broader topic than most gift planners realize.
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Author Bruce DeBoskey provides valuable insights into family conversations about values and philanthropy.
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22 Mar 2016 | General | National Publication | News story
There are so many interesting and revealing discussions taking place on the web.
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22 Mar 2016 | 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 April 2016 is 1.8%; same as March.

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The Planned Giving Design Center is pleased to welcome new contributing author Rick Pendykoski.

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New author, Rick Pendykoski, examines the various gift opportunities with individual retirement accounts.

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7520 Rates: May 1.8% April 1.8% March 1.8%

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