Research Center

Bulk operations
Everywhere I turn, there is lots of discussion about next-gen planning and giving. Bruce DeBoskey gives a great overview and applicable steps to begin to...
29 Dec 2017 | General | National Publication | Article

Which gift is on everyone's list, never goes out of style, and gives equally to both giver and receiver? If you guessed the gift of giving, then you are 100 percent correct.

A sample letter to donors.

Now's a good time to tell your clients how to substantiate their charitable gifts on their 2017 federal income tax returns, due April 17, 2018.

20 Dec 2017 | General | National Publication | Article
This article from the Almanac focuses on the idea of keeping giving close to home, where individuals know and recognize local needs far more keenly.
20 Dec 2017 | General | National Publication | News story
Powerful insights into the world of philanthropy with women emerging as the true philanthropic powerhouse.
At the time of year when we're all looking at New Year's resolutions, here's some sage advice for millennials to consider.
David Wheeler Newman offers a particular and strategic insight into the new tax legislation. Especially if you're a college football fan.
4 Dec 2017 | Donor Advised Fund | National Publication, EzCharitable | Article | 2 comments

The donor advised fund is one of the most economically efficient ways to give. Especially at the end of the year. Download the EzCharitable Excel DAF Illustrator to show your clients why.

Gifts of S Corp stock are among the trickiest. We begin the steps of learning the do's and don'ts.
29 Nov 2017 | General | National Publication | Article
The Almanac looks at the impact of American philanthropy when it's deployed globally. Surprising impact around the world.
29 Nov 2017 | Revenue Rulings | National Publication | News story

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 December 2017 is 2.6%; up from November.

29 Nov 2017 | General | National Publication | Article
For the first time ever, we review a simple app-based Human Resources management tool for you.
More advanced knowledge presented about charitable gifts of Corporation stock.
Compelling and thought provoking information from Bruce that puts Thanksgiving in true perspective.
15 Nov 2017 | General | National Publication | Article
The Almanac continues by revealing philanthropy's deep impact on public policies and shaping American reform.
15 Nov 2017 | General | National Publication | Article
The web is providing more insights into the hearts and minds of the giving experience.
8 Nov 2017 | General | National Publication | Article
Faith based giving is the largest segment of philanthropy in America. "The Almanac" explores the topic.

The end (of the year) is near. It's giving time for most of America.

8 Nov 2017 | General | National Publication | News story
Stories from the web this week really point to some interesting profiles of major givers and potential major givers.
Gifts of C Corporations explored in great depth as we continue through Gifts of Noncash Assets.
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7520 Rates: February 2.8% January 2.6% December 2.6%

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