Research Center

Bulk operations

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

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.


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


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


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


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


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.

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.

2 Dec 2014 | General | National Publication | News story

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

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.


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


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.

21 Nov 2014 | General | National Publication | News story

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

20 Nov 2014 | General | National Publication | Article

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


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


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

4 Nov 2014 | General | National Publication | News story

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


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

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...

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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