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Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

3.5
Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
0
Tom Hubler continues and completes his discussion on forgiveness in family business.
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We continue with part 2 of the Introduction to Visual Planned Giving by contributing author Russell James III.
4.75
Contributing author Bruce DeBoskey shares his recent interview with former president Bill Clinton.
0
23 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 1 comments
Tom Hubler continues his examination on emotions in family businesses. His thoughts on forgiveness continue here.
0
Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.
1

PGDC is pleased to welcome Russell James III as a contributing author.

0

We are pleased to begin our journey through Dr. Russell James III, Visual Planned Giving.

5

Richard Fox provides a thorough view of the self-dealing rules by analyzing two recent Private Letter Rulings.

0
4 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 2 comments
A family business advisor shares his personal story

Author Tom Hubler continues his exploration of emotions in business, this time examining "Gratitude".

5
The Core Polarity in the Trustscape: Balancing the Trust Creator's Wishes and the Needs of the Beneficiaries
Dan Felix continues his exploration of "polarity thinking" as it applies to trusts. This installment discusses the need to balance the beneficiaries' needs with the grantor's wishes.
0
A Brief Introduction to Polarity Thinking
Contributing author Dan Felix broaches the new topic of Polarity Thinking and applies it to the trust environment. As you'll see, it will certainly open the eyes of charitable trustees as well.
5
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Contributing author Bruce DeBoskey provides a clear understanding of why donors donors cease funding various organizations. Charities must be prepared for the inevitable transitions that impact their funding and rise up to meet the challenges they face...
0
Doing the right thing for charitable clients does not have to kill your business model
Steve Meyers once again causes advisors to rethink their overall approach to working with families interested in philanthropy. Shifting the paradigm that is in definite need of a shift.
4
Richard Fox explores recent cases to clarify our understanding of the deductibility of the donation of various types of easements.
0
Tom Hubler continues his fascinating series on emotions in the family business by focusing on gratitude.
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Tom Hubler continues his series on emotions in family business, by focusing on compassion.
5
Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.
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