Planning

Bulk operations
Rated
We explore opportunities for identifying charitable gifts for those families that have special needs.
5
Clontz and Raffin dig more deeply into gifts of real estate assets.
0
Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
0
Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
3
A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
0
As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
0
Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code....
0
Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
1
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.
0
The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
5
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.
0
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...
5
Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
0
Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
5
It is more important to identify passion, than assets. This process is explored with probing questions.
5
0
This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
0
We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
0
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.
3.5
Richard Fox lends us a cautionary tale about the need for proper administration of Charitable Trusts. A recent Private Letter Ruling demonstrates the dire consequences of retaining the wrong person for administration.
5
Syndicate content
7520 Rates: April 3.2% March 3.0% February 2.8%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry

 

Recent activity

White Paper: Everything Charities Need to Know About Life Insurance Gifts

Settlor Not Claiming Charitable Deduction Allows Charitable Remainder Trust to Escape Private Foundation Excise Tax Rules

New Section 199A - Planners, Sharpen Your Pencil

The Charitable Firetruck

The Art of Donating Art: The Charitable Contribution of Art, Antiques and Collectibles

The 5 Things You Need To Know About The New 2016-42 CRAT

Explaining the CRUT to Your Client

Set a new table, create a "safe zone" for effective family philanthropy

Can Charitable Remainder Trusts Avoid The Self-Dealing Rules?