Articles

Bulk operations
Rated
20 Oct 2017 | General | National Publication | Article
In advance of National Estate Planning Awareness Month in October, The Financial Awareness Foundation has teamed with HB Publishing & Marketing Company, LLC and other financial associations to gauge the sentiment of independent...
0
Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
0
This view of how to spot opportunity probes understanding your client's values and beliefs in such a way that you understand their "...
0
David Wheeler Newman summarizes the recent White house tax bill which proposes, among other things, to repeal the estate tax.
5

When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.

0
Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
0
Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation.
0
Clontz and Raffin present alternative methods for charities to participate in gifts of real estate as well as describe alternative types of real estate gifts.
0

Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you can use to explain the CRAT. Read...

5
12 Sep 2017 | General | National Publication | Article
Further in the Philanthropy Almanac, we're made aware of philanthropy's impact on our national parks, nature preserves, zoos and other benefits that we tend to take for granted.
0
We explore opportunities for identifying charitable gifts for those families that have special needs.
5
Clontz and Raffin dig more deeply into gifts of real estate assets.
0
Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
0
Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
0
In our continued exploration of recognizing opportunities for giving, this article examines the effect of sudden life changes as a...
0
A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
0
29 Aug 2017 | General | National Publication | Article
The "Almanac" explores the profound impact of philanthropy on Arts & Culture in America.
0
This section of Opportunity Recognition views age and gender differences and the impact they have on the gift process.
0
24 Aug 2017 | General | National Publication | Article | 2 comments

One of our colleagues, Chuck McLucas, is trying to slay a dragon. He is petitioning congress to allow S Corp stock to Charitable Remainder Trusts. While the PGDC is non political by nature, we can certainly see merit in Chuck's cause. Below is a link to his PAC...

0
As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
0
Syndicate content
7520 Rates: October 2.2% September 2.4% August 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

Tax Reform PAC

Set a new table, create a "safe zone" for effective family philanthropy

Almanac: Prominent U.S. Living Donors

Explaining the CRUT to Your Client

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

Can Charitable Remainder Trusts Avoid The Self-Dealing Rules?

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

Charitable Planning CSI Style - Dissecting A Tax Return

Changes to federal policies could drastically affect philanthropists, nonprofits