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16 Mar 2016 | Foundations | National Publication, Richard L. Fox, Esq. | Article | 3 comments
Much has been written about the gift made by Mark Zuckerberg and his wife, Dr Priscilla Chan. A lot of it has been critical. Author Richard Fox contributes a revealing article that thoroughly analyzes much of the reasoning behind this structure.
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Russell James concludes his comprehensive chapter on the taxation of gift annuities.
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George A. Huggins and the Conference on Annuities, 1927-1959

Ron Brown discovers surprising historical relationships among life insurance, pensions, and gift annuities in his latest essay. Why did gift annuity contracts aim to provide 70% for charitable services, and just 30% to finance life annuity payments?

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The Planned Giving Design Center is pleased to welcome new contributing author Dan Rice, Philanthropic Architect.

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New author, Dan Rice presents an interesting spin on the Charitable Lead Trusts.
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....And, speaking of Gift Annuities, Russell James delves into the taxation of gift annuity payments.
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George A. Huggins and the Conference on Annuities, 1927-1959
Ron Brown continues his in depth exploration of Gift Annuity history discussing the abuses in the American life insurance industry, regulatory reforms by New York State, and how today's design of planned gift programs was shaped by public policy...
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George A. Huggins and the Conference on Annuities, 1927-1959

We continue Ron Brown's exhaustive research on the history of Gift Annuities, now deciphering how the calculations were derived.

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Bruce DeBoskey continues to explore the link between mission and investment policy.

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17 Feb 2016 | General | National Publication | News story
Quiet web in the new year but what there is, is of great interest.
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Professor James gets us further along in the taxation of CGAs.
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Bryan Clontz completes his analysis of estate settlement with suggested processes and procedures.
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10 Feb 2016 | Values-Based | National Publication | Article | 5 comments
Josh Patrick advocates for passing on more than the familys financial assets. Profound thinking and advice.
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Author Bryan Clontz analyzes the technicalities of the interface between charitable givers and receivers. Part one of his two part series focuses on the estate planning process and some helpful pointers on how to smooth the gift transition after the death of a...
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We begin professor Russell James's explanation of the taxation of gift annuities.
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The new PATH amendment finally makes permanent, very favorable rules on Conservation Easements. Time to get the word out.

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Finally the IRS has provided definitive guidance on the early termination of CRTs that removes the valuation guesswork.

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Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.

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Dennis Walsh brings us up to date on the status of proposed reporting and accounting requirements for non profits. A must read for all and a call to action to help shape the future of the sector.

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