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28 Jul 1999 | Practice | National Publication | Article
Have you integrated the discussion of charitable giving into your client interviews? In this edition of Gift Planner's Digest, San Jose, California attorney John F. Hopkins offers his time-tested advice on the role that philanthropy plays in the estate planning process...
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11 May 2000 | Practice | National Publication | Article
Would you like to hear about marketing charitable lead trusts from the planned giving officer's viewpoint? In this edition of Gift Planner's Digest, Brown University's Marjorie Houston provides a general overview of nongrantor CLTs and why discussing family issues is...
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28 Jan 2002 | Practice | National Publication | Article
In this article from The Journal of Practical Estate Planning, Johnne D. Syverson looks beyond the traditional "by the numbers" approach to financial planning to the discovery of a family financial philosophy. Just what does a Junk Yard Attorney Foundation do? Click...
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Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.

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29 Dec 2016 | General , | Practice | National Publication | Article | 3 comments

I provide a rebuttal for my earlier article and remove my tongue from my cheek.

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Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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31 Aug 1999 | Practice | National Publication | Article
In last week's edition of Gift Planner's Digest, Scott Fithian and Paul Schervish discussed "Interviewing the Affluent" and why helping clients to "unpack" their values and motivations is so important to the estate planning process. In this week's conclusion, they...
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This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.
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21 Mar 2018 | Practice | National Publication | Article | 1 comments

The new tax law has forced us to change the way we plan and to review the way we may have planned in the past. Even the...

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

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If you have worked in the for-profit and nonprofit sectors, you know they are quite different; each having its own culture, vernacular, and business practices. Many well-meaning advisors approach nonprofit and charitable organizations seeking to partner with them in...
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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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5 Apr 2000 | Practice | National Publication | Article
"Family wealth counseling" is a revolutionary approach to working with wealthy families that has swept the country over the past several years. In this edition of Gift Planner's Digest, Denver Certified Financial Planner Peter Tedstrom outlines this process and how it...
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Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

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21 Jul 1999 | Practice | National Publication | Article
The I.M. Frugal Case Study
In this edition of Gift Planner's Digest, Family Wealth Counselors president Ken Fink chronicles how he led his clients from making modest annual charitable gifts to creating a comprehensive philanthropic financial and estate plan.
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25 Aug 1999 | Practice | National Publication | Article
Part One
Have you integrated the discussion of philanthropy into your client interviews? If so, have you developed a systematic approach to helping them explore the motivations that lead to charitable acts? In this and next week's editions of Gift Planner's Digest, Scott...
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3 Nov 1999 | Practice | National Publication | Article
What are the two greatest misconceptions people have about their wealth? Well, if we told you that, you wouldn't have to read this week's Gift Planner's Digest article by Jay Link. "Understanding Your Wealth: Avoiding the Two Greatest Misconceptions" provides an...
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24 Nov 1999 | Practice | National Publication | Article
It's December 1st and you receive a phone call from a client who has just decided she wants to create a family foundation -- by year-end! What do you do? In this edition of Gift Planner's Digest, San Francisco-based consultant Jeff Shields discusses "Family Adventure...
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14 Dec 1999 | Practice | National Publication | Article
What makes philanthropists tick? In this edition of Gift Planner's Digest, University of Kentucky's Dan L. Hendricks reviews the cognitive processes that foster specific and innumerable acts of charity in his article, "Insights that Foster Planned Gifts."
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