Fall arrives with more interesting thoughts and insights

Fall arrives with more interesting thoughts and insights

Newsletter issue posted in on 29 September 2017
audience: | last updated: 2 October 2017

Dear Tim,

As a member of Planned Giving Design Center you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

Higher education philanthropy, more like soccer or basketball?
Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell. - read more

3 Things You Need To Know About Your Client's Philanthropy
When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service. - read more

The Opportunity Right Under Your Nose
Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation. - read more

IRS and Other News from Around the Web
More interesting news from around the web. - read more

7520 Rate for October Down to 2.2%
For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for October 2017 is 2.2%; down from September. - read more




The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.


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7520 Rates:  July 3.4%  June 3.4%  May 3.2%

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