Bulk operations

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.

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.


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


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.


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


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...


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.


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


In the third part of his series, Dennis Walsh will walk through a case study to examine what the valuation and tax effect of the donation of an intellectual property asset can look like in practice.


More and more emphasis is being placed on giving thought before giving money. Author Bruce DeBoskey provides specific ideas on how to give more effectively.


In the second installment on his review of the donation of Intellectual Property, Dennis Walsh digs more deeply into issues of valuation.


A great summary of the IRA rollover rules and history provided by PGDC contributor David Wheeler Newman.


An interesting confluence of CRT and ESOP presented by Richard Fox.


Dennis Walsh examines the challenging subject of gifts of intellectual property.


Charitable expert Sue McEntee brings an interesting viewpoint to light, succession planning for charities.


Recently, Randy Fox was interviewed on "Exit Coach Radio". This discussion with host Steve Beatty discusses the "charitable stock bailout" plan.


Contributing author Bryan Clontz takes a closer look at the non financial benefits of philanthropy and provides insight into an approach that advisors should consider when discussing philanthropy with their clients.

4 Dec 2014 | General | National Publication | Article

Author Deborah Goldstein recently spoke to the students of Santa Catalina School about philanthropy and values. Read her summary of events.


New contributing author Deborah Goldstein challenges us to elevate our giving during the holiday season and to think about its impact on others and ourselves.

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Recent activity

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