Planning

Bulk operations
Rated
Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
0
Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
5
It is more important to identify passion, than assets. This process is explored with probing questions.
5
0
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.
0
This chapter, authored by Jay Steenhuysen begins the discussion of identifying gifts of appreciated assets by asking the right questions. It lays the groundwork for the discovery that will ultimately lead to the powerful added value to the donor.
3.5
Richard Fox lends us a cautionary tale about the need for proper administration of Charitable Trusts. A recent Private Letter Ruling demonstrates the dire consequences of retaining the wrong person for administration.
5

We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

0
As we explore gifts of hard to value assets, we send you to You Tube for a series of helpful videos.
3
David Wheeler Newman provides his analysis of the recent PLR that has planners re-thinking how they use CRTs in their planning.
3
We continue our journey of recognizing giving opportunities by exploring the tax return.
0
As we dive into the noncash asset analysis, we first must define the various categories and requirements for assessing them. These charts provide the fundamental guidance.
0
Richard Fox analyzes and clarifies a recent PLR involving a CRT. There are interesting opportunities to explore subsequent to this ruling.
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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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As we get into the substance of the book we begin to explore the bread thanks to the potential of non cash assets in all forms.

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As we dig further in to Bryan Clontz's book, we explore the scope of the opportiunity of non cash assets. So much wealth is concentrated there it makes perfect sense to understand them and how to monetize them effectively.
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Examining the risks in making a gift is a relatively silent topic. Bruce DeBoskey explores the subject by analyzing a new study. Interesting and thought provoking territory.
5

We conclude Mike Stuart's insight into storytelling as a tool for empowering generosity with a real life story of a professional colleague of mine.

0
5
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