Articles

Bulk operations
Rated

The benefits of connecting with gift planners across time include a richer sense of self and mission.  Read on to learn why Gift Planning History.org was created and what it is about.

0
24 Mar 2015 | Pooled Income Fund | National Publication | Article | 4 comments

Pooled Income Funds (PIF) have been around for a long time and, until recently, fallen out of favor. Perhaps because interest and dividend rates have been at historical lows for several years and because most PIFs were established some years ago, the combination of...

0
Trusts often face various stresses. An outside trustee may help alleviate many of the common issues trustees are unable to resolve.
0
Non-Profits face many risk management issues. This articles provides a thorough overview of some of the risks and appropriate management responses to those risks.
0
Richard Fox analyzes a recent CCA which points to a substance over form issue on a complex charitable transaction. Caution to overly aggressive planners.
0

Josh Patrick interviews Randy Fox on the Business Sustainability Radio Show.

0

Bruce DeBoskey Discusses Corporate Philanthropy

0
0

My recent journey to the Gathering in Del Mar, California provided me with some interesting and optimistic insights into the current state of estate and wealth transfer planning.

0
8 Mar 2015 | General | National Publication | Article

Have you lost your PGDC password and can't log in? If so, you're missing out. Learn how to easily request a new password to log in and you'll be able to do so much more on the PGDC to increase your charitable planning.

0
5 Mar 2015 | Charitable Remainder Trust | National Publication | Article | 1 comments

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.

5

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...

0

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.

5
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.

5
Author Bruce DeBoskey reaffirms the importance of the philanthropic conversation for professional advisors.
0

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...

0
0

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...

0

A deeper dive into understanding donor families and their values.

0
0
Syndicate content
7520 Rates: April 2.0 March 1.8 Feb 2.0

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

e-PIF-any

Chief Counsel Advice Applies Substance-Over-Form Doctrine in Disallowing Deduction for Charitable Contribution of Partnership Units

Private Foundations and Donor Advised Funds

Explaining the CRUT to Your Client

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

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