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We dig deeper into understanding how to make the best use of the rich material found in "Charitable Gifts of Non-Cash Assets".
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We are pleased to begin our series that will ultimately publish the entire content of Charitable Gifts of Noncash Assets. Noncash assets represent a tremendous opportunity for both advisors and charities but they are, by their very nature, complex. This...

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The Thing You Push Against is the Thing That Lifts You Up

Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...

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Understanding UPFIMA: Delegation of Management and Investment of Endowment Funds

David Wheeler Newman completes his explanation of the application of the Uniform Prudent Management of Institutional Funds Act(UPMIFA). In this second part, he discusses the selection of an agent and the monitoring and supervision of that agent.

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23 Feb 2017 | Regulations | National Publication | Article | 1 comments

Attorney Ed Morrow has discovered an interesting anomaly in the tax proposals that could do serious damage to Charitable Remainder Trusts by causing taxable gifts to occur even when the donor is the sole income beneficiary. While it seems unlikely to pass without...

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The use of an organization's tax filing, in this case the 990, as a resource for donors is a helpful observation. Passion for the cause should always come first, of course. But making sure the organization can sustain itself is a good next step.

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Great insight into the reporting responsibilities of charities as well as the advisor's role in analyzing the potential viability of a donor's gift.

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Bruce DeBoskey spots seven important trends that will help shape the future of giving.
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5 Jan 2017 | Compliance | National Publication, David Wheeler Newman | Article | 1 comments
David Wheeler Newman presents a cogent summary of the effects of UPMIFA regulations on managing Endowment funds.
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29 Dec 2016 | General , | Practice | National Publication | Article | 3 comments

I provide a rebuttal for my earlier article and remove my tongue from my cheek.

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Bruce DeBoskey ends the year by reminding us of the importance of Democracy as a fundamental cornerstone.

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This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.
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Richard Fox explores some of the complex issues of naming rights, including cautions when things go bad.
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Part two of the interview with Claire Costello provides further insights into the needs of the affluent donor and provides advisors with a clear path to follow to improve the philanthropic aspect of their planning process.
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Watching charities is a necessary government function because, while rare, there's an occasional bad charity, and any number of charities whose activities may deserve occasional scrutiny. The first step in this process is requiring the charities to register with the...

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U.S. Trust has published the results of their current survey of high net worth philanthropy. I had the opportunity to discuss these results with Claire Costello, Managing Director and National Philanthropic Specialist of the Private Bank of U. S. Trust. The...
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Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
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Mark Trewitt and I plunge more deeply into some of the interesting estate planning stories contained in his book, "Intergrated Genrosity". Some represent great success, others, not.
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EzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
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