Articles

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More advanced knowledge presented about charitable gifts of Corporation stock.
 
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Compelling and thought provoking information from Bruce that puts Thanksgiving in true perspective.
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15 Nov 2017 | General | National Publication | Article
The Almanac continues by revealing philanthropy's deep impact on public policies and shaping American reform.
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8 Nov 2017 | General | National Publication | Article
Faith based giving is the largest segment of philanthropy in America. "The Almanac" explores the topic.
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The end (of the year) is near. It's giving time for most of America.

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Gifts of C Corporations explored in great depth as we continue through Gifts of Noncash Assets.
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We continue examining gifts of C corporation stock at a more advanced level.
 
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1 Nov 2017 | General | National Publication | News story
Lots of interesting studies and research surfacing on the web these days.
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No matter where I go and speak in the country, when I ask the audience of advisors or charities "who's looking at Pooled Income Funds?", no hands go up. Crazy? I think so. Read on...
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20 Oct 2017 | General | National Publication | Article
As we continue through the Almanac, the application of philanthropy to stimulate American prosperity by various means is examined in depth.
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Giving internationally is not the same as giving domestically.
Giving to foreign charities is something many donors would like to do. Doing so legally and advantageously can be a challenge. Here's some useful guidance.
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Often, life changing events change one's giving perspective. We explore the opportunities in both victory and in loss.
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20 Oct 2017 | General | National Publication | Article
In advance of National Estate Planning Awareness Month in October, The Financial Awareness Foundation has teamed with HB Publishing & Marketing Company, LLC and other financial associations to gauge the sentiment of independent...
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Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
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This view of how to spot opportunity probes understanding your client's values and beliefs in such a way that you understand their "...
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David Wheeler Newman summarizes the recent White house tax bill which proposes, among other things, to repeal the estate tax.
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When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.

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Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
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Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation.
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Clontz and Raffin present alternative methods for charities to participate in gifts of real estate as well as describe alternative types of real estate gifts.
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