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		Rated
	9 May 2017 \| Marketing \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Focused mission statements help donors decide where to direct their... A good mission statement sends important information to potential nonprofit partners. Author Bruce DeBoskey offers a case for a well formed mission statement to this a family's philanthropic process.	5
	3 May 2017 \| Practice , \| Marketing , \| Planning \| National Publication, Two Hawks Consulting, LLC \| Article \| 2 comments Charitable Planning CSI Style - Dissecting A Tax Return This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...	0
	2 Mar 2017 \| Practice , \| Values-Based \| National Publication, Steven L. Meyers, Ph.D. \| Article The Key to Flying The Thing You Push Against is the Thing That Lifts You Up Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...	0
	29 Dec 2016 \| General , \| Practice \| National Publication \| Article \| 3 comments The Top 10 Ways to be Successful in 2017 I provide a rebuttal for my earlier article and remove my tongue from my cheek.	5
	15 Dec 2016 \| General , \| Practice \| National Publication, Two Hawks Consulting, LLC \| Article 10 Ways to DESTROY Your Practice in 2017 This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.	4
	18 Apr 2016 \| Practice \| National Publication, Two Hawks Consulting, LLC \| Article Purposeful Planning - Interview with John A. Warnick Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.	0
	25 Jan 2016 \| Practice \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Six trends that will set the pace for philanthropy in 2016 Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.	5
	13 Oct 2015 \| Practice \| National Publication, Ron Brown \| Article Where Do Gift Planners Come From? Don't miss the chance to learn about the founding events of American gift planning! If you come to the National Conference on Philanthropic Planning (NCPP) in Orlando, please attend my Summit Track session. See the outline below, to be accompanied with...	0
	9 Jun 2014 \| Demographics \| National Publication \| News story New Report Predicts U.S. Wealth Transfer of $59 Trillion, With $6.3... Additional Lifetime Giving of $20.6 Trillion, Say Boston College Researchers DO WE REALLY CARE HOW MUCH? Are the pundits right? Is it 40 trillion, 50 or 60? It's a lot of trillions. Who knows. It's a lot of capital available for philanthropy. Paul Schervish and John Havens at the Boston College Center on Wealth and Philanthropy have just...	5
	10 Apr 2014 \| Marketing \| National Publication \| Article \| 4 comments Wakeup Call to Charities Nonprofits who work with professional advisors can increase their chances for success and yes, survival. I believe nonprofits who chose to reduce their planned giving and endowment building efforts to chase current dollars made a mistake that may cost them their very survival. Read what The Chronicle of Philanthropy article reported and come to your own...	2.5
	2 Apr 2014 \| General , \| Practice \| National Publication \| Article Why is Fundraising Fun? I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...	0
	1 Apr 2014 \| Practice , \| Values-Based \| National Publication \| Article Signs Your Clients Need Help With Charitable Planning Charitable donations typically drop off after a surge at the end of the year. Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.	1
	27 Jun 2013 \| Demographics \| National Publication \| News story Heard on the Web: Charitable Giving Grew in 2012, Albeit Modestly As reported by Reuters, individual charitable giving in the United States grew almost 4 percent last year, while corporate donations rose at triple that rate, according to a report by Giving USA that shows donations by Americans to nonprofit groups mirroring the...	0
	5 Nov 2012 \| Demographics \| National Publication \| News story 2012 Bank of America Study of High Net Worth Philanthropy Finds... The 2012 Bank of America Study of High Net Worth Philanthropy and attitudes of America’s wealthiest households.The latest in this series of studies was once again written and researched in partnership with the Center on Philanthropy at Indiana University and builds...	0
	21 Jun 2012 \| Demographics \| National Publication \| Article Article: What Is the Profile of a Likely Real Estate Donor? Real estate holdings make up 30% to 40% of the assets of most families facing estate planning, retirement, and charitable decisions. In this article, real estate advisor Dennis Bidwell shares his survey results and years of experience in profiling the types of...	3.5
	2 Feb 2012 \| Demographics \| National Publication \| News story Heard on the Web: Will Facebook IPO Benefit Charities? According to a report by MSNBC, the Facebook IPO will mint over 1,000 new millionaires. Experts are stating they expect nonprofits, donor advised funds and charitable remainder trusts to benefit from the largest Internet IPO in history.	0
	20 Sep 2011 \| Marketing \| National Publication \| News story Please Join Us in Supporting National Estate Planning Awareness Week National Estate Planning Awareness Week is slated for October 17 - 23, 2011. Learn more about how you can join the National Association of Estate Planners and Councils Education Foundation to share valuable information with your colleagues, associates...	5
	20 Jun 2011 \| Demographics \| National Publication \| News story U.S. Giving Increased in 2010 In its annual report on philanthropy, Giving USA Foundation reports that total estimated giving in the United States rose by 3.8 percent in 2010. The report attributes the increase to the modest economic recovery achieved in 2010. Giving by individuals rose an...	0
	13 Oct 2009 \| Ethics , \| Marketing \| National Publication \| News story \| 9 comments Heard on the Web: Questionable Web Pitches For Charities Pulled According to a follow-up article in Forbes, "One of the U.S.'s largest charitable fundraising companies has hastily revamped hundreds of Web pages maintained in the name of individual nonprofits touting gift annuities. The firm has removed questionable references...	3
	13 Oct 2009 \| Marketing \| National Publication \| News story Heard on the Web: Stories Are a Vital Source of Knowledge Writing for PhilanTopic, a blog of opinion and commentary from Philanthropy News Digest, Thaler Pekar, a consultant specializing in persuasive message development, helps smart leaders and their organizations find, develop, and share the stories and organizational...	0

7520 Rates: May 3.2% April 3.2% March 3.0%

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Recent activity

Time to Revisit Your Bequest Program

"Interesting read - I like the term "Life Estate Agreement" as a small non profit with a robust PG program - Life estate agreement could be a solid..." from sshaheen.

Charitable Planning CSI Style - Dissecting A Tax Return

"Phil, Thanks for your comments. All of them on point, as usual" from randy a. fox.

"Thanks for what you do for philanthropy, Randy Most advisors will acknowledge the 4 tax benefits of a Donor Advised Funds: 1) Income tax, 2) avoid..." from Philip Tobin.

Changes to federal policies could drastically affect philanthropists, nonprofits

"Small donors usually do not have tax deduction as a primary concern when giving. Before income taxation (you referred to times back to our founding..." from John Patterson.

The Top 10 Ways to be Successful in 2017

"Randy, your tongue and cheek are inseparable - good thing for all of us. Thanks for the humorous list! Dan www.The-Professional-Trustee.com @..." from dan.felix.

"Thanks. Unfortunately I've learned this from a lot of experience" from randy a. fox.

"Great article. Responds to all the key attitudes I hear from many advisors. Thank you!" from Charles ONeil.

Wakeup Call to Charities

"Philip - thank you for the reminder - Underdeveloped is definitely a rich resource and points out the 4 big, inter-related issues that are keeping..." from Laura Waller Miller.

"Building client loyalty, diversifying revenue and building a stronger balance sheet are embraced in the business community as sound practices. At..." from 1024mike60.

"NPOs are in desperation mode- 80% are experiencing increased demand for their services but declining revenue. Because they have not built up..." from Laura Waller Miller.

"I have been a champion of this topic for many years and speak regularly whenever the opportunity presents itself and also during the preparation of..." from Philip Rovner.

PGDC Poll: Will the Obama administration's plan to limit itemized deductions increase or decrease charitable gifts?

"Seems to me this would not even be an issue under discussion, here or in Washington, were it not for the massive economic downturn, unseen for the..." from FMischler.

"Keith, I agree with your assessment, especially as expressed in point #1. This is true especially for small business owners - if they are not..." from Lauranne.

"Interesting article from the Heritage Foundation on a Flat Tax and Charitable Giving: http://www.heritage.org/Research/Reports/1996/12/BG1093nbsp-..." from dslowder.

"Why should people who don't have children have to pay taxes to support public schools? Why should people whose houses have never caught fire pay..." from Mary Hizer.

"This is wrong thinking policy. The thought is that high-income earners get more favorable treatment on a charitable deduction. But they do pay more..." from Calvin Guyer.

Heard on the Web: Questionable Web Pitches For Charities Pulled

"Nice reply William. And true. But while the article did have some legitimate points, the authors completely failed to discuss any of the detailed..." from Matt Brown.

"Can we learn from this...and what can we do better? Yep!" from Monica Estabrooke.

"It seems a lot of people on various sites, boards, etc, are confusing loyalty to Charles Schultz with the concerns raised by the Forbes articles. It..." from William Albrecht.

".. social psychologists Stanley Milgram (Milgram Experiments of 1961), Philip Zimbardo (The Lucifer Effect) and Carl Rogers have provided sufficient..." from Norm Close.

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		Rated
	9 May 2017 \| Marketing \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Focused mission statements help donors decide where to direct their... A good mission statement sends important information to potential nonprofit partners. Author Bruce DeBoskey offers a case for a well formed mission statement to this a family's philanthropic process.	5
	3 May 2017 \| Practice , \| Marketing , \| Planning \| National Publication, Two Hawks Consulting, LLC \| Article \| 2 comments Charitable Planning CSI Style - Dissecting A Tax Return This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...	0
	2 Mar 2017 \| Practice , \| Values-Based \| National Publication, Steven L. Meyers, Ph.D. \| Article The Key to Flying The Thing You Push Against is the Thing That Lifts You Up Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...	0
	29 Dec 2016 \| General , \| Practice \| National Publication \| Article \| 3 comments The Top 10 Ways to be Successful in 2017 I provide a rebuttal for my earlier article and remove my tongue from my cheek.	5
	15 Dec 2016 \| General , \| Practice \| National Publication, Two Hawks Consulting, LLC \| Article 10 Ways to DESTROY Your Practice in 2017 This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.	4
	18 Apr 2016 \| Practice \| National Publication, Two Hawks Consulting, LLC \| Article Purposeful Planning - Interview with John A. Warnick Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.	0
	25 Jan 2016 \| Practice \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Six trends that will set the pace for philanthropy in 2016 Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.	5
	13 Oct 2015 \| Practice \| National Publication, Ron Brown \| Article Where Do Gift Planners Come From? Don't miss the chance to learn about the founding events of American gift planning! If you come to the National Conference on Philanthropic Planning (NCPP) in Orlando, please attend my Summit Track session. See the outline below, to be accompanied with...	0
	9 Jun 2014 \| Demographics \| National Publication \| News story New Report Predicts U.S. Wealth Transfer of $59 Trillion, With $6.3... Additional Lifetime Giving of $20.6 Trillion, Say Boston College Researchers DO WE REALLY CARE HOW MUCH? Are the pundits right? Is it 40 trillion, 50 or 60? It's a lot of trillions. Who knows. It's a lot of capital available for philanthropy. Paul Schervish and John Havens at the Boston College Center on Wealth and Philanthropy have just...	5
	10 Apr 2014 \| Marketing \| National Publication \| Article \| 4 comments Wakeup Call to Charities Nonprofits who work with professional advisors can increase their chances for success and yes, survival. I believe nonprofits who chose to reduce their planned giving and endowment building efforts to chase current dollars made a mistake that may cost them their very survival. Read what The Chronicle of Philanthropy article reported and come to your own...	2.5
	2 Apr 2014 \| General , \| Practice \| National Publication \| Article Why is Fundraising Fun? I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...	0
	1 Apr 2014 \| Practice , \| Values-Based \| National Publication \| Article Signs Your Clients Need Help With Charitable Planning Charitable donations typically drop off after a surge at the end of the year. Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.	1
	27 Jun 2013 \| Demographics \| National Publication \| News story Heard on the Web: Charitable Giving Grew in 2012, Albeit Modestly As reported by Reuters, individual charitable giving in the United States grew almost 4 percent last year, while corporate donations rose at triple that rate, according to a report by Giving USA that shows donations by Americans to nonprofit groups mirroring the...	0
	5 Nov 2012 \| Demographics \| National Publication \| News story 2012 Bank of America Study of High Net Worth Philanthropy Finds... The 2012 Bank of America Study of High Net Worth Philanthropy and attitudes of America’s wealthiest households.The latest in this series of studies was once again written and researched in partnership with the Center on Philanthropy at Indiana University and builds...	0
	21 Jun 2012 \| Demographics \| National Publication \| Article Article: What Is the Profile of a Likely Real Estate Donor? Real estate holdings make up 30% to 40% of the assets of most families facing estate planning, retirement, and charitable decisions. In this article, real estate advisor Dennis Bidwell shares his survey results and years of experience in profiling the types of...	3.5
	2 Feb 2012 \| Demographics \| National Publication \| News story Heard on the Web: Will Facebook IPO Benefit Charities? According to a report by MSNBC, the Facebook IPO will mint over 1,000 new millionaires. Experts are stating they expect nonprofits, donor advised funds and charitable remainder trusts to benefit from the largest Internet IPO in history.	0
	20 Sep 2011 \| Marketing \| National Publication \| News story Please Join Us in Supporting National Estate Planning Awareness Week National Estate Planning Awareness Week is slated for October 17 - 23, 2011. Learn more about how you can join the National Association of Estate Planners and Councils Education Foundation to share valuable information with your colleagues, associates...	5
	20 Jun 2011 \| Demographics \| National Publication \| News story U.S. Giving Increased in 2010 In its annual report on philanthropy, Giving USA Foundation reports that total estimated giving in the United States rose by 3.8 percent in 2010. The report attributes the increase to the modest economic recovery achieved in 2010. Giving by individuals rose an...	0
	13 Oct 2009 \| Ethics , \| Marketing \| National Publication \| News story \| 9 comments Heard on the Web: Questionable Web Pitches For Charities Pulled According to a follow-up article in Forbes, "One of the U.S.'s largest charitable fundraising companies has hastily revamped hundreds of Web pages maintained in the name of individual nonprofits touting gift annuities. The firm has removed questionable references...	3
	13 Oct 2009 \| Marketing \| National Publication \| News story Heard on the Web: Stories Are a Vital Source of Knowledge Writing for PhilanTopic, a blog of opinion and commentary from Philanthropy News Digest, Thaler Pekar, a consultant specializing in persuasive message development, helps smart leaders and their organizations find, develop, and share the stories and organizational...	0