Articles

Bulk operations
Rated
19 Jul 2017 | General | National Publication | Article

These great donors, all deceased, changed our nation and the world through their charitable giving. In the entries below we offer historic images and brisk biographical profiles that capture the essence of each man and woman, the sources of their fortunes, and the...

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Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
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Goodwill Hunting. Or hunting for goodwill. The asset of "personal goodwill" is often overlooked during the sale of a business interest. Since goodwill is a capital asset, overlooking it can cost the seller more in taxes. Helping sellers identify and plan for the...
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It is more important to identify passion, than assets. This process is explored with probing questions.
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13 Jul 2017 | General | National Publication | Article

What's your favorite?

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Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly...
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This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
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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.
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16 Jun 2017 | General | National Publication | Article
The importance of philanthropy in America is more than the good works that are the outcomes but also its economic impact. The category is a huge employer and represents a large part of our economy.
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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.
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We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

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Author Bruce DeBoskey looks at the proposed tax legislation and its possible impact on American giving.

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As we explore gifts of hard to value assets, we send you to You Tube for a series of helpful videos.
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1 Jun 2017 | General | National Publication | Article
A smattering of diverse items from around the web as chatter about proposed tax changes gains momentum.
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David Wheeler Newman provides his analysis of the recent PLR that has planners re-thinking how they use CRTs in their planning.
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We continue our journey of recognizing giving opportunities by exploring the tax return.
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30 May 2017 | General | National Publication | Article
I was fortunate enough to recently learn about the Philanthropic Roundtable's "Almanac of American Philanthropy," a compendium on the history of giving in this country. We will be reproducing sections of this publication for the foreseeable future as it...
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As we dive into the noncash asset analysis, we first must define the various categories and requirements for assessing them. These charts provide the fundamental guidance.
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