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23 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 1 comments
Tom Hubler continues his examination on emotions in family businesses. His thoughts on forgiveness continue here.
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Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.
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PGDC is pleased to welcome Russell James III as a contirbuting author.

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We are pleased to begin our journey through Dr. Russell James III, Visual Planned Giving.

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Richard Fox provides a thorough view of the self-dealing rules by analyzing two recent Private Letter Rulings.

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4 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 2 comments
A family business advisor shares his personal story

Author Tom Hubler continues his exploration of emotions in business, this time examining "Gratitude".

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The Core Polarity in the Trustscape: Balancing the Trust Creator's Wishes and the Needs of the Beneficiaries
Dan Felix continues his exploration of "polarity thinking" as it applies to trusts. This installment discusses the need to balance the beneficiaries' needs with the grantor's wishes.
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A Brief Introduction to Polarity Thinking
Contributing author Dan Felix broaches the new topic of Polarity Thinking and applies it to the trust environment. As you'll see, it will certainly open the eyes of charitable trustees as well.
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Contributing author Bruce DeBoskey provides a clear understanding of why donors donors cease funding various organizations. Charities must be prepared for the inevitable transitions that impact their funding and rise up to meet the challenges they face...
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Doing the right thing for charitable clients does not have to kill your business model
Steve Meyers once again causes advisors to rethink their overall approach to working with families interested in philanthropy. Shifting the paradigm that is in definite need of a shift.
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Richard Fox explores recent cases to clarify our understanding of the deductibility of the donation of various types of easements.
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Tom Hubler continues his fascinating series on emotions in the family business by focusing on gratitude.
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Tom Hubler continues his series on emotions in family business, by focusing on compassion.
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Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.
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28 Apr 2015 | National Publication, Thomas M. Hubler | Article

PGDC is pleased to welcome Thomas M. Hubler as a contributing author.

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Thomas Hubler discusses how forgiveness can better your family business and our world.

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Contributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.
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PGDC is pleased to welcome Rodney C. Zeeb as a contributing author.

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Randy Fox interviews Rod Zeeb
Rod Zeeb previews his Advisors in Philanthropy talk on how to "create" philanthropists within the family by offering a new and different conversation about giving.
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Recent activity

1 Introduction: THE SECRET TO UNDERSTANDING PLANNED GIVING

Forgiveness as an Intervention in Family-Owned Business: A New Beginning, Part 1 of 2

PGDC Contributing Author - Russell James III, J.D., Ph.D.

The Business of Gratitude - Part One

Randy Fox Interviews Gary Shunk on Forgiveness

Planned Gift Gone Bad....You Can't Make This Stuff Up

Charities and Insurance: The Next Big Thing?

e-PIF-any

Chief Counsel Advice Applies Substance-Over-Form Doctrine in Disallowing Deduction for Charitable Contribution of Partnership Units

Private Foundations and Donor Advised Funds

Explaining the CRUT to Your Client

Randy Fox Interviews Todd Fithian on Values

CCA 201443019 Provides a Reminder That Fair Market Value Deduction Not Available for Donor Deemed to be a Dealer of Property Contributed to Charity