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20 Nov 1998 | Ethics | National Publication | Article
In this week's edition of Gift Planner's Digest, Kansas City, Missouri attorney Scott Blakesley explores some of the legal and ethical issues that professional advisors and planned giving officers must consider when advising clients and donors in matters of charitable...
17 Feb 1999 | Investing | National Publication | Article
In this issue of Gift Planner's Digest, Robert M. Balantine, chairman and chief executive officer of the Atlanta based investment firm which bears his name, offers some sage advice regarding investment strategies for planned gifts.
18 Mar 1999 | Compliance | National Publication | Article
A Professional And Individual Decision

Choosing a trustee for a planned gift continues to be an increasingly complicated matter. In this edition of Gift Planner's Digest, Elizabeth L. Mathieu, Esq., President of Neuberger Berman Trust Company discusses six elements of selecting a trustee for planned gift...

19 May 1999 | Compliance | National Publication | Article

Have you ever attended a charity auction only to have the well- meaning auctioneer rally the audience by saying, "Come on everybody, it's deductible!" According to Ronnie C. McClure, Ph.D., CPA, this week's contributing author to Gift Planner's Digest, donors,...

14 Jul 1999 | Compliance | National Publication | Article

In this week's edition of Gift Planner's Digest, Denver attorney and CPA, Ken Ransford examines the effect that unrelated business income has on charitable organizations and split-interest gift planning vehicles. "When Paying Taxes Is Better Than The Alternative"...

The Planned Giving Design Center was created on the premise that professional advisors and charitable organizations can better help clients and donors accomplish their philanthropic objectives through collegial working relationships with one another. In this edition of...
Is your Board doing all that it can? Or should? In this article, Kathryn W. Miree, Esq. examines the various duties an effective nonprofit Board is engaged in, such as governance, fiduciary management of assets, advocacy, and marketing.
In this article, Frank Minton describes some of the current practices regarding compensation of financial services professionals and their affiliated companies, and staff members of charities, and seeks to apply the "Model Standards of Practice for the Charitable Gift...
The September 20, 1999 issue of Forbes magazine has published a series of articles under the banner of "Caveat Donor: The stockbrokers, planners and insurance salesmen who used to peddle tax shelters have a new grift: charity. Some of their donation...
28 Jul 2000 | Compliance | National Publication | Article
The federal government and many states have rules regarding charitable solicitation, filings, registration and other things that charities and charitable gift planners must comply with to ensure lawful operation. Sorting these rules out can sometimes be difficult,...

The federal government and many states have rules regarding charitable solicitation, filings, registration and other things that charities and charitable gift planners must comply with to ensure lawful operation. Last week, we published Part I of this article, which...

4 Sep 2003 | Investing | National Publication | Article
Does a charitable trust or foundation that supports cancer research optimize its mission by investing a portion of its assets in tobacco company stocks? In this article from the August/September 2003 issue of the Journal of Practical Estate Planning, Betsy Brill and...
4 Jun 2004 | Investing | National Publication | Article
From an investment standpoint, the Achilles' heel of charitable remainder trusts is unrelated business taxable income. The presence of even one dollar of UBTI will cause a CRT to lose its tax-exempt status for the entire tax year and be taxed as a complex trust. The...
As some of the popular news programs report, it's only 1,430 days until the next presidential election! With that in mind, in this special report from Tax Analysts, Alan L. Kennard of the St. Louis office of Husch...

Current law permitts the filing of Form 990 by paper or electronic means. In this article, Dennis Walsh, CPA makes the argument for requiring that e-filing of Form 990 be made mandatory.

How an ounce of prevention may provide tons of cure

As we discussed in Part One of this article, philanthropy adds a complex dimension to affluent families' long-term wealth and tax planning, and we explored the...

What advisors need to know about NIMCRUTs

Last time, we discussed trust-planning blind spots and ways to solve complex trust matters. Here, we'll look at how a very successful and very charitable client established...

Contributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.
Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.

There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000.  Philanthropic advisors play an important role in guiding these volunteer-driven nonprofits in the performance of...

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Recent activity

Charitable Planning CSI Style - Dissecting A Tax Return

Charities in Financial Distress: The Impact of Bankruptcy on Donor-Restricted Funds

Randy Fox Interviews Sue McEntee of Charitable Giving Resource Center on Non-Profit Succession Planning

Selecting your Trustee - Tasks and Attributes

Heard on the Web: Make Sure Your Board Complies With the New Form 990

A "Troublesome" Choice for the Helmsley Foundation?

ACGA and NCPG Condemn Sales Commissions on Gift Annuities

Understanding And Drafting Nonprofit Gift Acceptance Policies