Demystifying the Private Operating Foundation
Private operating foundations are a little understood and under utilized planning tool. Dennis Walsh provides great insight and useful information. Read more » Spotlighting an overlooked tool of...
View ArticleCoherent Philanthropy: Six lessons for families
Author Bruce illustrates ways to make our giving cohesive and in alignment with ourselves, our values and our family system. Read more »Bruce DeBoskey, Philanthropic Strategist
View ArticleCGNA: Chapter 6 - Life Insurance, Advanced - Part 3 of 3
We finish the chapter on Gifts of Life Insurance with more advanced concepts. Read more »Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
View ArticleSummer's end is already here. We enter the year end giving season with ideas...
!headerDear 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. Read more »
View Article7520 Rate for September Stable at 3.4%
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...
View ArticleIRS and Other News from Around the Web
More and more, the web offers philanthropy's stories and insights. Read more »
View ArticleDonor-advised funds - Powerful giving tool needs sharpening
The growing popularity of Donor Advised Funds has caused scrutiny and criticism of this simple tool. Bruce Deboskey takes a closer look at some of the critical elements. Read more »Bruce DeBoskey,...
View ArticleCGNA: Chapter 7 - Tangible Property, Quick Take-Aways and Intermediate
We begin the exploration of gifts of tangible personal property. This is an exciting and challenging area of giving with many distinct rules but with many opportunities for creative planning as well....
View Article7520 Rate for October Stable at 3.4%
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...
View ArticleEntering Giving Season for the first year under the new tax law. Stay tuned...
!headerDear 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. Read more »
View ArticleCGNA: Chapter 7 - Tangible Property, Advanced - Part 1 of 2
Tangible property is complex from a gifting perspective. Here we present thorough analysis of the important rules. Read more »Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
View Article"Newman's Own" Exception to Excess Business Holdings Rule Allows Private...
New Section 4943(g) now allows Private Foundations to overcome the excess business holdings rule. While strict in many ways, it does permit new planning opportunities for advisors and families.Read...
View ArticleIRS and Other News from Around the Web
Insights and opinions from this week's web. Read more »
View ArticleWell into fall giving season, we bring you a planning breakthrough and...
!headerDear 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. Read more »
View Article7520 Rate for December Stable at 3.6%
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...
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A Brief and Humorous Addition for this Week
Thinking DAF at year end? Think again. randy_fox-105x120.jpgThinking DAF at year end? Think again. Read more »
View ArticleDonors Beware: "Fund raising incentives take on new meaning for certain types...
By Dennis Walsh, CPAIt’s crunch time again for development teams scrambling with solicitations and the production of donor events as we enter peak giving season.It’s also a good time to review recent...
View ArticleBest excerpts from the first 100 columns
Bruce DeBoskey gives us an insightful retrospective of his first 100 articles. Read more »Bruce DeBoskey, Philanthropic Strategist
View ArticleBeware the new holiday Grinch of charitable planning!
Russell James provides some great year end planning tips and illuminates one deadly trap. Donor beware. Read more » Delay in depositing donor's end-of-year IRA checkbook gift leads to a 50% penalty...
View ArticleWe support giving everyday.
!headerDear 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. Read more »
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