Research Center

Bulk operations
Rated
5 Jan 2017 | General | National Publication | News story
We start the new year with compelling revelations from around the web.
0
David Wheeler Newman presents a cogent summary of the effects of UPMIFA regulations on managing Endowment funds.
5

I provide a rebuttal for my earlier article and remove my tongue from my cheek.

5
21 Dec 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 January 2017 is 2.4%; up from December.

0

Bruce DeBoskey ends the year by reminding us of the importance of Democracy as a fundamental cornerstone.

5
5
This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.
4
Richard Fox explores some of the complex issues of naming rights, including cautions when things go bad.
0
1 Dec 2016 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

2
30 Nov 2016 | General | National Publication | News story
Interesting tips and tidbits from around the web including all of the rules about end of year donations.
0
Part two of the interview with Claire Costello provides further insights into the needs of the affluent donor and provides advisors with a clear path to follow to improve the philanthropic aspect of their planning process.
0

Watching charities is a necessary government function because, while rare, there's an occasional bad charity, and any number of charities whose activities may deserve occasional scrutiny. The first step in this process is requiring the charities to register with the...

0
23 Nov 2016 | General | National Publication | News story
An olio of findings from around the web as Thanksgivng rolls in.
0
U.S. Trust has published the results of their current survey of high net worth philanthropy. I had the opportunity to discuss these results with Claire Costello, Managing Director and National Philanthropic Specialist of the Private Bank of U. S. Trust. The...
0
Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
0
10 Nov 2016 | General | National Publication | News story

Interesting news from around the web

2
10 Nov 2016 | General | National Publication | News story

What everyone reading this publication wants to know is where will taxes go and how will that effect giving?

0
27 Oct 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 November 2016 is 1.6%; same as October.

0
Mark Trewitt and I plunge more deeply into some of the interesting estate planning stories contained in his book, "Intergrated Genrosity". Some represent great success, others, not.
0
EzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
4.5
Syndicate content
7520 Rates: January 2.4% December 1.8% November 1.6%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry