Articles

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We wrap up Dr. James' simple introduction to taxes in this continuation of his book.
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A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
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We continue With Russell James "Visual Planned Giving" with the first part of his Introduction to Taxes.

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Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

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Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
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Tom Hubler continues and completes his discussion on forgiveness in family business.
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We continue with part 2 of the Introduction to Visual Planned Giving by contributing author Russell James III.
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Contributing author Bruce DeBoskey shares his recent interview with former president Bill Clinton.
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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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Explaining the CRUT to Your Client

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?

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