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We continue our deep dive into Charitable Remainder Trusts with Russell James.
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In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...

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Russell begins his deep dive into one of our most important tools, the charitable remainder trust.

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For years, both the capital gains tax and the estate tax have been referred to as the "Voluntary Taxes." Donors are counseled how to avoid or reduce either of these taxes, by making charitable gifts or by creating planned gift vehicles.  Dan Rice's recent...

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Russell James continues on life estates, an under-utilized strategy.

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Finding lost or missing heirs is an important task. This interview with the head of HeirSearch.com provides useful tips for professionals and helps tell the pros from the cons.

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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, an SEC-registered investment advisory firm.

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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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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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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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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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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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Author Dan Rice explores and interesting Testamentary Charitable Lead Annuity Trust (TCLAT) strategy meant to relieve beneficiary angst by resolving the issues surrounding the long delayed inheritance.
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