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In this fascinating article, new author Bruce DeBoskey delves into the issues of family legacy and the inter-generational transfer of values.

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Who will serve as the trustee, whether now or after you are unable to yourself?

A prudent approach to choosing may well consider: Which trustee has the attributes best suited to meet your needs?

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I was privileged to know Marc Hoffman for a number of years. He was astute, insightful, articulate and talented. He helped mold the Planned Giving Design Center into what it is today. His untimely passing is indeed a tragedy that touches many, including the...

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It's more common than you think and not a practice of just the ultrawealthy

Randy Fox interviews Gary Shunk in CEG Elite Advisor. This article discusses introducing an independent facilitator to the family retreat process.

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While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...

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Randy Fox interviews Gary Shunk

In this first in a series, Randy Fox interviews Gary Shunk of Family Wealth Dynamics about how family communications often stall the philanthropic process and explores methodologies to resolve these issues.

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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.

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22 Sep 2014 | General | National Publication | News story | 1 comments

We are pleased to announce Randy A. Fox has accepted the position as Editor-in-Chief of the Planned Giving Design Center and we could not be more pleased. Randy brings a long history of acheivements in planned giving with him, having been personally involved in over...

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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...

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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?

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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.

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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...

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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...

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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.

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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?

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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.

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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.

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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.

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

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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...

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Recent activity

Another Case Study to Examine

PGDC Announces New Editor in Chief - Randy Fox

Immediate Annuities and Gift Planning - Part One

PGDC Contributing Author - Bryan K. Clontz

Success with Your Successor Trustee

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