Articles

Bulk operations
Rated
Parables for Radically Rethinking Your Philanthropy

In the final section of the series Steven Meyers continues on the path of personalized philanthropy and asks us to consider its impact and effectiveness. He clearly raises our awareness and sharpens our thinking with this interesting paradigm.

0

Before buying a car, any informed buyer, even though he may be a very experienced driver, will insist on a test drive. Trusts are a different story. Even though they may be many times more valuable than a car in economic terms, they just land in our laps or fall on...

0
Parables for Radically Rethinking Your Philanthropy

In Part 5 of his 6 part series, Steve Meyers points out that financial sophistication and savvy don't necessarily mean philanthropic knowledge. How do you empower the new, passionate donor?

0
Parables for Radically Rethinking Your Philanthropy

In Part 4 of his series, Steve Meyers explains the concept of "umbrella" gift agreements and virtual endowments and demonstrates the applicability to various age groups.

0
Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach

Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable...

0
The IRA charitable rollover provision expired last year but could be reinstated retroactively, raising uncertainity in planning for 2014 IRA distributions.

The Charitable IRA has been a popular, albeit elusive planning tool. Nothing has changed currently. The option has still not been renewed by the IRS and uncertainty remains as to whether it will be. This makes planning a real challenge. Richard Fox offers cautionary...

0
3 Sep 2014 | General | National Publication | Article | 1 comments

PGDC is pleased to welcome Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP as a contributing author.

0

Some trusts demand the service of a professional -- like blended families.

On the other hand, some trusts can be excellent opportunities for family members to serve. But how to determine whether a particular family member has what it takes?

5
Parables for Radically Rethinking Your Philanthropy

In Part 3 of his series, Steven Meyers examines the idea of identifying the perfect gift in the context of each of the four donor identities.

5
Boring Product, Creative Applications

In Part One of a two part series, annuity expert Bryan Clontz gives a brief education on commercial annuities and charitable gift annuities and provides a comparison of the income tax, cash flow and charitable portions of the annuity transaction.

5

David Wheeler Newman explores the NIMCRUT and its extraordinary possibilities. His case study makes a compelling statement that Charitable Remainder Trusts are alive and well and will continue to be.

2.5

In this brief article, we seek your knowledge and advice on another tricky estate mess. Read on and reply.

0
Parables for Radically Rethinking Your Philanthropy

Now that Steven has introduced us to the Four Donors, he takes us further down the path of realizing our vision and merging it with that of the institution. Then he introduces...

0

One of the PGDC's Contributing Authors was recently named "Lawyer of the Year".

0

David Wheeler Newman gives us an excellent analysis of excess business holdings and unrelated business taxable income (UBTI) based on a recent PLR.

0
Parables for Radically Rethinking Your Philanthropy

We are pleased to introduce the first of six articles in a series written for advisors to share with donors -- hopefully to begin a new conversation about philanthropy with clients/donors who ardently wish to support their most treasured charities. The articles aim...

4.5

Dan Felix, our expert on trustees, takes a deeper look at the trustee's successor and the issues with transition.

0
It's worth the time and effort to get up to speed on CGAs

Charitable Gift Annuities are one of the fundamental building blocks of a good planned giving program. This article is meant to reinvigorate the conversation about this flexible and powerful planning tool.

4.5
11 Aug 2014 | Charitable Gift Annuity | National Publication, Ron Brown | Article | 1 comments
Part 1 of a Series

America fell in love with gift annuities in the 1920s. In their enthusiasm for receiving gifts in exchange for fixed, lifetime payments, too many charities committed avoidable errors. George Huggins proposed a solution based on actuarial science. Over ten...

0

In this brief article, we seek your knowledge and advice on a tricky estate mess. Read on and reply.

0
Syndicate content
7520 Rates: Oct 2.2% Sep 2.2% Aug 2.2%

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

 

Recent activity

Immediate Annuities and Gift Planning - Part One

PGDC Contributing Author - Bryan K. Clontz

Another Case Study to Examine

Success with Your Successor Trustee

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

Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959

The Unraveling of Donor Intent: Lawsuits and Lessons

Selecting your Trustee - Tasks and Attributes