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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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This section of Opportunity Recognition views age and gender differences and the impact they have on the gift process.
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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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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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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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Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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Goodwill Hunting. Or hunting for goodwill. The asset of "personal goodwill" is often overlooked during the sale of a business interest. Since goodwill is a capital asset, overlooking it can cost the seller more in taxes. Helping sellers identify and plan for the...
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Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly...
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This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
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We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

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

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We continue our journey of recognizing giving opportunities by exploring the tax return.
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This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...
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The Thing You Push Against is the Thing That Lifts You Up

Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...

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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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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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Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.
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