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Charitable Remainder Unitrusts are sometimes difficult to explain to clients. There are a lot of options. But not if you have the right FREE tool. Read and download the tool now.

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I’m proud to announce that the Planned Giving Design Center’s editor in chief, Randy Fox,  has been selected by his peers as the recipient of The International Association of Advisors in Philanthropy’s 2015 Scott Fithian award for his...

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Todd Fithian explores the "values" conversation in this recent interview. The realization that understanding the alignment between family values and family philanthropy is of major importance as we work with donor families.

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Part 3.4: A Gift Annuity Campaign Catches Fire - National Leadership

After its phenomenally successful Annuity Bond campaign captured national attention, the American Bible Society embraced new standards of advertising ethics.  ABS led the first professional association of philanthropic planners for more than six decades.

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Author Bruce DeBoskey reaffirms the importance of the philanthropic conversation for professional advisors.
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I have the opportunity to break new ground as Editor in Chief for The Planned Giving Design Center. In late March (19-20), I'll be attending and reporting from the...

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From February 25th-27th of this year, I'll be attending and speaking at the Laureate Circle Gathering  in San Diego, CA. This is the eleventh year for the Gathering and because there is a...

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A deeper dive into understanding donor families and their values.

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Part 3.1: A Gift Annuity Campaign Catches Fire - Introduction

Philanthropic planners owe a tremendous debt to the American Bible Society, which captured the attention of the country with its gift annuity campaign in the 1920s, raising millions of dollars for its mission and inspiring many other charities to start life-income...

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27 Jan 2015 | Values-Based | National Publication, Gary Shunk | Article | 1 comments

This interview with Gary Shunk describes "Entitlement" and offers solutions for addressing the issue including the use of family philanthropy

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20 Jan 2015 | IRS Notices | National Publication, Richard L. Fox, Esq. | Article | 2 comments

Author Richard Fox examines a recent IRS finding that cautions that charitable contribution deductions by "dealers" in property may be treated as ordinary income property.

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Can two planning vehicles park in the same garage?

Attorney Bob Napier compares and contrasts the advantages and disadvantage of Donor Advised Funds and Private Foundations.

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Author Bruce DeBoskey highlights the changing attitude toward the investment of social capital that aligns it more with philanthropic mission and purpose.

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Dan Felix and I discuss the role of the trustee and point out some of the pitfalls as well as some of the benefits of various selections.

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Charity and Donor alert: author Richard Fox clarifies new interpretations of the "Token Benefit".

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In this final installment of the series, we'll build further on the case study in Part III by considering some important planning points regarding the donation of an...

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Todd Fithian explores the origins and importance of "above the line" client conversations; what they are and why they are important for advisors and planned giving officers everywhere.

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A new and very different approach for selecting a trustee presented by Dan Felix.

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Recent activity

Randy Fox Interviews Todd Fithian on Values

CCA 201443019 Provides a Reminder That Fair Market Value Deduction Not Available for Donor Deemed to be a Dealer of Property Contributed to Charity

Private Foundations and Donor Advised Funds

Randy Fox Interviews Gary Shunk on the Issue of Entitlement

Randy Fox Interviews Sue McEntee of Charitable Giving Resource Center on Non-Profit Succession Planning

The Impact on the Charitable Deduction of the New Phaseout of Itemized Deductions

Randy Fox interviews Mike Norton, Harvard Business School professor and author

California (Finally) Conforms to Federal Treatment of UBTI in Charitable Remainder Trusts

From the Editor in Chief: Where We Are Headed

Another Case Study to Examine

PGDC Announces New Editor in Chief - Randy Fox

Immediate Annuities and Gift Planning - Part One