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Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you can use to explain the CRAT. Read...

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12 Sep 2017 | General | National Publication | Article
Further in the Philanthropy Almanac, we're made aware of philanthropy's impact on our national parks, nature preserves, zoos and other benefits that we tend to take for granted.
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We explore opportunities for identifying charitable gifts for those families that have special needs.
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Clontz and Raffin dig more deeply into gifts of real estate assets.
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Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
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Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
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In our continued exploration of recognizing opportunities for giving, this article examines the effect of sudden life changes as a...
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A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
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29 Aug 2017 | General | National Publication | Article
The "Almanac" explores the profound impact of philanthropy on Arts & Culture in America.
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This section of Opportunity Recognition views age and gender differences and the impact they have on the gift process.
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24 Aug 2017 | General | National Publication | Article | 2 comments

One of our colleagues, Chuck McLucas, is trying to slay a dragon. He is petitioning congress to allow S Corp stock to Charitable Remainder Trusts. While the PGDC is non political by nature, we can certainly see merit in Chuck's cause. Below is a link to his PAC...

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As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
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Collectors make great prospects for philanthropic planning if we know how to bring the discussion to them.
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22 Aug 2017 | General | National Publication | Article
We explore more from the Almanac, this time exploring philanthropy's impact on education.
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Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code....
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We explore some of the many opportunities to discuss philanthropic planning with business owners, one of the best populations for...
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Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
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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.
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8 Aug 2017 | General | National Publication | Article
As we parse through the Almanac of American Giving, we explore philanthropy's profound impact on medicine.
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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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Recent activity

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