General

Bulk operations
Rated
Mark Trewitt interview number two continues our exploration of his book and his thoughts on a higher plane of thinking about philanthropy.
2
6 Oct 2016 | General | National Publication | News story
Interesting inter-generational thinking about giving plus a shot at the IRS attempt to thwart discounts - all from the web.
0
We wrap up Private Foundations and Donor Advised funds and we wrap up Russell James's book  at the same time.
0
5 Oct 2016 | General | National Publication | News story
The web is full of delights and nuggets of useful news.
0
27 Sep 2016 | General | National Publication | Article

October is the 8th Anniversary of National Estate Planning Awareness Week/Month (October 17-23)

0
27 Sep 2016 | General | National Publication | News story

A mixed bag of giving news from around the web. But an interesting mix it is.

0
14 Sep 2016 | General | National Publication | News story

Interesting news from around the web.

0
The complex and arcane tax rules of private family foundations are the subject of this exploration.
4.5

Randy Fox interviews author Mark Trewitt, exploring the basic principles of his book, "Integrated Generosity".

0
Dr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
5
More on gifts of retirement accounts; this exploration around testamentary gifts.
2.5
9 Aug 2016 | General | National Publication | News story
Heady news from around the web as the service proposes sweeping changes to intra family discounting.
0
Dr. James visits some of the complexities of utilizing retirement plan assets as charitable gifts.
4
27 Jul 2016 | General | National Publication | News story

A varied assortment from around the web this week.

0
Dr. James moves his discussion on charitable gifts of life insurance to the rules on creating a new policy specifically to benefit charity.
0
Life insurance gifts to charity are often overlooked or forgotten. Dr. James provides clear understanding of how such gifts work.
5
Dr. James continues revealing uses of life insurance in charitable planning, now focusing on irrevocable life insurance trusts.
0

We begin the exploration of gifts of life insurance with Russell James.

5
We conclude the exploration of Charitable Lead Trusts by reviewing Grantor Lead Trusts.
4.5
28 Jun 2016 | General | National Publication | News story
A feast of interesting topics from around the web highlight this mid summer's edition.
0
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