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9 Jun 2014 | Demographics | National Publication | News story
Additional Lifetime Giving of $20.6 Trillion, Say Boston College Researchers

DO WE REALLY CARE HOW MUCH? Are the pundits right? Is it 40 trillion, 50 or 60? It's a lot of trillions. Who knows. It's a lot of capital available for philanthropy. Paul Schervish and John Havens at the Boston College Center on Wealth and Philanthropy have just...

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A cautionary tale you need to read

This is a great cautionary tale: for advisors; for donors: for charities; and for financial institutions. One of the most common suggestions for donors today is to "simply name your favorite charity" as the beneficiary of your IRA (or other qualified plan). We...

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Basic engineering calls for a field test before the maiden voyage - especially for a vehicle carrying precious human cargo.

Would an airplane manufacturer release aircraft that hadn't been tested?

Would you put your family on an aircraft that hadn't...

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29 May 2014 | General | National Publication | Article | 1 comments

Eric Friedman is a philanthropist, not an advisor, not a fundraiser. So we need to listen. His opinion is critical to our understanding of the donor. Not only read his very opinionated article, but also read the reviews of his book at Amazon.com and click to see who...

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C. Scott Meyer presents an intriguing analysis of the Atkinson case, one that involved a poorly managed and maintained CRT.

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What advisors need to know about NIMCRUTs

Last time, we discussed trust-planning blind spots and ways to solve complex trust matters. Here, we'll look at how a very successful and very charitable client established a...

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In this compelling article, family business communications specialist, Gary Shunk explores the importance of family communications about wealth, inheritance and its effect on inheritors. Sadly, many families ignore this extremely vital element of their planning....

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The first modern gift annuity contract committed Yale to making fixed payments for the unknowable length of a person's life. Attorney Peter Augustus Jay adapted complex ideas drawn from his experience with life insurance, pensions, and banking for charitable...

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Artist John Trumbull offered to give his best paintings of the American Revolution to Yale in exchange for "a competent annuity for life." Gift planner Benjamin Silliman devoted 18 months to making this proposed gift a reality. His first challenge was securing...

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How an ounce of prevention may provide tons of cure

As we discussed in Part One of this article, philanthropy adds a complex dimension to affluent families' long-term wealth and tax planning, and we explored the use...

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What advisors need to understand about CRTs, CLTs and fiduciary responsibility

The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...

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I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...

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Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

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Substantial statutory and regulatory changes have made meeting the requirements of a Type III supporting organization even more challenging and complex than ever.

The so-called "Type III supporting organization" ("SO"), is one of the most complex and difficult to understand forms of Section 501(c)(3) tax-exempt organizations. PGDC contributing author Richard Fox provides tips for complying with the statutory and regulatory...

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An ever increasing number of high net worth households are wanting their advisors to assist them with the philanthropic conversation. But there is a problem! It is not just the ultra wealthy. We have a chance to use the same methods with many families below the...

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An Objective Primer for Planned Giving Officers

Life Insurance can be an important asset to charities because if it is structured, funded, and managed properly it is capable of providing a significant amount of liquid wealth that is not correlated to traditional investments or market results.  These policies...

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While the IRA Charitable rollover has survived time and time again since 2006, in this article Richard Fox explains why donors and their advisors need to beware and proceed with caution.

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CRT popularity continues to grow. With that in mind we've provided a few links that consolidate recent reporting on the PGDC, a link to calculations and a guide.

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Eric Friedman is an individual donor who has spent several years trying to understand how to maximize the impact of his giving, including traveling to Africa to see his giving in action. He is an actuary and graduated from Stanford University with majors in...

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21 Jan 2014 | General | National Publication | Article

For professional advisors and fundraisers alike, understanding the personality type of the donor is critical. This is a very interesting article that can assist you in your discussion with your donor and clients. It's all about the conversation, but if you don't...

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Recent activity

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