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Finding lost or missing heirs is an important task. This interview with the head of HeirSearch.com provides useful tips for professionals and helps tell the pros from the cons.

5

Russell James heads into a new category, gifts of partial interests, beginning with retained life estates.

0

The Planned Giving Design Center is pleased to welcome new contributing author Anthony Glomski, Principal and Founder of AG Asset Advisory, an SEC-registered investment advisory firm.

3.5

New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.

5

Russell James completes his detailed section on gifts of partial interests.

0
Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.
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Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
4
Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
As life expectancy continues to increase, planners need to re-think how they plan life income gifts for their donors. Using the mortality tables that the IRS allows may not be enough to keep your donors gift safe.
5

In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

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We continue a thorough examination of gifts of partial interests with details about undivided interests.
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Russell James begins his exploration of gifts of partial interests, a much broader topic than most gift planners realize.
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Author Bruce DeBoskey provides valuable insights into family conversations about values and philanthropy.
4

The Planned Giving Design Center is pleased to welcome new contributing author Rick Pendykoski.

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New author, Rick Pendykoski, examines the various gift opportunities with individual retirement accounts.

4
Author Dan Rice explores and interesting Testamentary Charitable Lead Annuity Trust (TCLAT) strategy meant to relieve beneficiary angst by resolving the issues surrounding the long delayed inheritance.
0
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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