Articles

Bulk operations
Rated
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.
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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...

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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...
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Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
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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.
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EzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
4.5
Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.
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Why is there new interest in these vehicles?
In case you haven't noticed, Pooled Income Funds are making their presence felt once again. Why is this happening?
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Mark Trewitt interview number two continues our exploration of his book and his thoughts on a higher plane of thinking about philanthropy.
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There is now more than one way to skin a CRAT - A look at the mathematics of Rev. Proc. 2016-42

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An interesting case teaches us important lessons about gifts with restrictions.
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We wrap up Private Foundations and Donor Advised funds and we wrap up Russell James's book  at the same time.
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Author Bruce DeBoskey asks us to take another look at the 23 year old Donor Bill of Rights.
5
27 Sep 2016 | General | National Publication | Article

October is the 8th Anniversary of National Estate Planning Awareness Week/Month (October 17-23)

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The complex and arcane tax rules of private family foundations are the subject of this exploration.
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Randy Fox interviews author Mark Trewitt, exploring the basic principles of his book, "Integrated Generosity".

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Dr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
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Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
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More on gifts of retirement accounts; this exploration around testamentary gifts.
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