Articles

Bulk operations
Rated
Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly...
0
This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
0
We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
0
This chapter, authored by Jay Steenhuysen begins the discussion of identifying gifts of appreciated assets by asking the right questions. It lays the groundwork for the discovery that will ultimately lead to the powerful added value to the donor.
3.5
16 Jun 2017 | General | National Publication | Article
The importance of philanthropy in America is more than the good works that are the outcomes but also its economic impact. The category is a huge employer and represents a large part of our economy.
0
Richard Fox lends us a cautionary tale about the need for proper administration of Charitable Trusts. A recent Private Letter Ruling demonstrates the dire consequences of retaining the wrong person for administration.
5

We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

0

Author Bruce DeBoskey looks at the proposed tax legislation and its possible impact on American giving.

3.666665
As we explore gifts of hard to value assets, we send you to You Tube for a series of helpful videos.
3
1 Jun 2017 | General | National Publication | Article
A smattering of diverse items from around the web as chatter about proposed tax changes gains momentum.
0
David Wheeler Newman provides his analysis of the recent PLR that has planners re-thinking how they use CRTs in their planning.
1
We continue our journey of recognizing giving opportunities by exploring the tax return.
0
30 May 2017 | General | National Publication | Article
I was fortunate enough to recently learn about the Philanthropic Roundtable's "Almanac of American Philanthropy," a compendium on the history of giving in this country. We will be reproducing sections of this publication for the foreseeable future as it...
0
As we dive into the noncash asset analysis, we first must define the various categories and requirements for assessing them. These charts provide the fundamental guidance.
0
5
Richard Fox analyzes and clarifies a recent PLR involving a CRT. There are interesting opportunities to explore subsequent to this ruling.
0
This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...
0
As we dig further in to Bryan Clontz's book, we explore the scope of the opportiunity of non cash assets. So much wealth is concentrated there it makes perfect sense to understand them and how to monetize them effectively.
0
19 Apr 2017 | National Publication | Article
Help us make a BIG difference while you increase your business

Please join PGDC as we partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers,...

3
Examining the risks in making a gift is a relatively silent topic. Bruce DeBoskey explores the subject by analyzing a new study. Interesting and thought provoking territory.
5
Syndicate content
7520 Rates: July 2.2% June 2.4% May 2.4%

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

Recently Issued PLRs Offer Cautionary Tale to Trustees Failing to Administer Charitable Remainder Trusts in Accordance with Governing Instrument

Can Charitable Remainder Trusts Avoid The Self-Dealing Rules?

Charitable Planning CSI Style - Dissecting A Tax Return

Changes to federal policies could drastically affect philanthropists, nonprofits

Settlor Not Claiming Charitable Deduction Allows Charitable Remainder Trust to Escape Private Foundation Excise Tax Rules

A Roth Conversion Using a Charitable Transfer

Ed Morrow on the Introduction of the "Death Tax Repeal Acts of 2017" - How the Proposed Bills Differ, in their Attack on INGs of All Things, and Threats to CRTs

The Top 10 Ways to be Successful in 2017

Understanding UPMIFA: Important Endowment Concepts