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We continue through Charitable Gifts of Noncash Assets with the definitions of basic terminology which many of us take for granted. Clarity and understanding of language is vital to understand.
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8 Aug 2017 | General | National Publication | Article
As we parse through the Almanac of American Giving, we explore philanthropy's profound impact on medicine.
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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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2 Aug 2017 | General | National Publication | News story
Intriguing insights showing up in many web news items.
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Gifts of noncash assets are different. They require a specific process to evaluate and understand. This explores the necessary steps and terminology to begin the exploration of accepting a noncash gift.
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Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
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26 Jul 2017 | General | National Publication | Article | 2 comments
This section of the Almanac focuses on famous givers in US history. Surprising and compelling stories abound.
 
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Bryan Clontz continues his exploration into great questions to ask donors.
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Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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19 Jul 2017 | General | National Publication | Article

These great donors, all deceased, changed our nation and the world through their charitable giving. In the entries below we offer historic images and brisk biographical profiles that capture the essence of each man and woman, the sources of their fortunes, and the...

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Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
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Goodwill Hunting. Or hunting for goodwill. The asset of "personal goodwill" is often overlooked during the sale of a business interest. Since goodwill is a capital asset, overlooking it can cost the seller more in taxes. Helping sellers identify and plan for the...
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It is more important to identify passion, than assets. This process is explored with probing questions.
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13 Jul 2017 | General | National Publication | Article

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Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly...
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This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
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This chapter, authored by Jay Steenhuysen begins the discussion of identifying gifts of appreciated assets by asking the right questions. It lays the groundwork for the discovery that will ultimately lead to the powerful added value to the donor.
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16 Jun 2017 | General | National Publication | Article
The importance of philanthropy in America is more than the good works that are the outcomes but also its economic impact. The category is a huge employer and represents a large part of our economy.
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