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As a member of PGDC Network PGDC you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

Financial Responsibility in Education Includes Knowing Your Auditing Firm
An interesting look at an auditor's perspective on understanding educational institutions through the audit process. - read more

The "secret sauce" of thriving 100-year families
Bruce DeBoskey demonstrates the value of family social engagement as a determinant of long term family success. - read more

CGNA: Chapter 10 - Virtual Currency, Advanced
Bryan Clontz elaborates on the complexities, implications and rules of gifts of Virtual currencies. - read more

IRS and Other News from Around the Web
A CEO's Guide to Finding Your Philanthropy Twenty Charitable Planning Questions for the Holidays Half of Donors Have Changed Giving Strategy Since Tax Reform: Fidelity Charitable deduction rules for trusts, estates and lifetime transfers Charitable Giving Rebounds, But Still Behind 2018 - read more

Discussions

The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.

Charitable Alchemy: Something from nothing (or almost nothing) or Getting paid to live in your house for the rest of your life

"Hi Bryan,These are great gifts for donors -- theoretically. The issue many advisors who promote these types of gifts to clients face, however, is..." from attydonald@yahoo.com.
"Bryan, Randy:Thanks for sharing this innovative and thoughtful idea. It would be very interesting to see a full explanation of the process and..." from Dennis Walsh.

Using an IRA to Finance Charity-Owned Life Insurance

"How does a CHIRA impact required minimum distributions?" from charlesutter1@gmail.com.

This automatic e-mail from PGDC Network PGDC was originally published on Friday, Dec 13 2019.

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Phone: 704.698.4050

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Dear ,

As a member of PGDC Network PGDC you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash
A deep dive into our old friend, the charitable remainder trust authored by Jerry Hesch and Stephen Breitstone. - read more

Donate now to ensure free, fair elections in 2020
Author Bruce DeBoskey encourages us to take a more active role in our society by donating to nonprofits that ensure the integrity of our elections. - read more

CGNA: Chapter 11 - Intangible Assets, Quick Take-Aways & Intermediate
We take a little closer look at gifts of intangible personal property. Tricky but worth it. - read more

IRS and Other News from Around the Web
We start the New Year and new decade with interesting items published around the web. - read more

Upcoming Conferences
Conferences and Events that should be interesting to our readers. - read more

PGDC Network News

News story | 1 comments

Upcoming Conferences

Conferences and Events that should be interesting to our readers.

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Discussions

The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.

The "secret sauce" of thriving 100-year families

"Thanks, a thoughtful piece." from johnoddy.

Charitable Alchemy: Something from nothing (or almost nothing) or Getting paid to live in your house for the rest of your life

"Hi Bryan,These are great gifts for donors -- theoretically. The issue many advisors who promote these types of gifts to clients face, however, is..." from attydonald@yahoo.com.
"Bryan, Randy:Thanks for sharing this innovative and thoughtful idea. It would be very interesting to see a full explanation of the process and..." from Dennis Walsh.

Using an IRA to Finance Charity-Owned Life Insurance

"How does a CHIRA impact required minimum distributions?" from charlesutter1@gmail.com.

This automatic e-mail from PGDC Network PGDC was originally published on Wednesday, Feb 12 2020.

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Phone: 704.698.4050

Dashboard

Research

News

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Case Studies

Technical Reports

Dear ,

As a member of PGDC Network PGDC you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

Is this the Golden Age of CLATs?
With the current 7520 rate at all time lows, David Newman focuses our attention on CLATS. The timing is perfect. - read more

Questions to ask about a nonprofit''s climate impact
Bruce DeBoskey provides us guidance about how to ask charities about their impact on the climate. - read more

CGNA: Chapter 12 - Life Income Assets, Advanced & Additional Resources
We explore advanced issues of life income interests. - read more

Discussions

The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.

Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash

"I appreciate the information provided here as the CRT is a wonderful tool to help both families and charities." from BlueHendu.

This automatic e-mail from PGDC Network PGDC was originally published on Thursday, May 21 2020.

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Phone: 704.698.4050

Dashboard

Research

News

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Technical Reports

Dear ,

As a member of PGDC Network PGDC you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

The Alarming Perils of the "Net-Proceeds" CGA
Dr. Russell James provides interesting insights into some of the many issues charities face when issuing CGAs. - read more

gee six sub two
The Government continues to win its attack on abusive conservation easement programs, as explained by attorney Russ Willis. - read more

Charitable Giving: Eyes on the Wrong Metrics?
We examine a new method for rating the charities we give to. - read more

CGNA: Appendix A - Valuation, Appraisals, and Substantiation
Valuation is a complex subject with complex rules. We take a deep dive into the subject, led by professor Russell James. - read more

Discussions

The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.

Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash

"I appreciate the information provided here as the CRT is a wonderful tool to help both families and charities." from BlueHendu.

The "secret sauce" of thriving 100-year families

"Thanks, a thoughtful piece." from johnoddy.

Charitable Alchemy: Something from nothing (or almost nothing) or Getting paid to live in your house for the rest of your life

"Hi Bryan,These are great gifts for donors -- theoretically. The issue many advisors who promote these types of gifts to clients face, however, is..." from attydonald@yahoo.com.
"Bryan, Randy:Thanks for sharing this innovative and thoughtful idea. It would be very interesting to see a full explanation of the process and..." from Dennis Walsh.

This automatic e-mail from PGDC Network PGDC was originally published on Thursday, Jul 2 2020.

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Phone: 704.698.4050

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Research

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Technical Reports

Dear ,

As a member of PGDC Network PGDC you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

Coronavirus Declared a Qualified Disaster: How Can Section 139 Plans Provide Employee Relief?
The authors provide emergency assistance fund third party administration, Section 139 design consulting and program audits through Charitable Solutions, LLC and public charity private labeled employee relief funds through the Emergency Assistance Foundation. - read more

Employee Relief Funds: Using Tax-Deductible Charitable Contributions to Provide Tax-Free Financial Assistance to Employees Affected by COVID-19 Crisis
Confusion and panic do not help in decision making. Yet, employers want to help their employees through challenging times. Richard Fox gives guidance on how to do so legally and efficiently. - read more

Employee Emergency Disaster Relief Fund Response To Coronavirus (COVID-19): Top 7 Best Practice and Program Design Considerations
Helping Employees during the Covid-19 Strife: Guidance and Best practices - read more

COVID-19 Webpage Map
This landing page will act as a resource to help the Planned Giving Design Center audience understand how employee relief funds play a critical role in their response to COVID-19. - read more

With a Little Help From My Friends - Using the Pooled Income Fund to Restore Elasticity to Your Stretch IRA, Part 1
Gerry Nowotny provides members with timely and important commentary that reviews how Pooled Income Funds can be incorporated into planning for Qualified Plan/IRA distributions. As his commentary demonstrates, the PIF is a surprising entry into the discussion of the SECURE Act. - read more

Debunking entrenched myths about philanthropy
What''s a philanthropist? What''s true about giving and givers? Author Deboskey helps demystify some basic misunderstandings of who gives and how they give. The truth helps. - read more

7520 Rate for April down at 1.2%
For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for April 2020 is 1.2%; down from March. - read more

Discussions

The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.

Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash

"I appreciate the information provided here as the CRT is a wonderful tool to help both families and charities." from BlueHendu.

The "secret sauce" of thriving 100-year families

"Thanks, a thoughtful piece." from johnoddy.

Charitable Alchemy: Something from nothing (or almost nothing) or Getting paid to live in your house for the rest of your life

"Hi Bryan,These are great gifts for donors -- theoretically. The issue many advisors who promote these types of gifts to clients face, however, is..." from attydonald@yahoo.com.
"Bryan, Randy:Thanks for sharing this innovative and thoughtful idea. It would be very interesting to see a full explanation of the process and..." from Dennis Walsh.

This automatic e-mail from PGDC Network PGDC was originally published on Thursday, Apr 2 2020.

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Phone: 704.698.4050

Dashboard

Research

News

Articles

Case Studies

Technical Reports

Dear ,

As a member of PGDC Network PGDC you are being sent this e-mail to keep you up to date on the latest additions to the site.

National Publication Highlights

Giving in the time of COVID-19
Sound advice for thinking through giving in our challenging times. - read more

Funding in short supply for charities focusing on women and girls
Insights into the funding issues for girl''s and women''s focused philanthropies. - read more

CGNA: Chapter 12 - Life Income Assets, Quick Take-Aways & Intermediate
We tackle an interesting and unusual gift: life income interests. These gifts can be complex and tricky but beneficial for all. - read more

7520 Rate for May down at .8%
For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for May 2020 is .8%; down from April. - read more

Discussions

The following comments have been posted by Planned Giving Design Center members as general discussion items or in response to site content. Neither the PGDC nor its hosting organizations moderate these comments and, therefore, are not responsible for their content or accuracy. Please post responsibly.

Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash

"I appreciate the information provided here as the CRT is a wonderful tool to help both families and charities." from BlueHendu.

The "secret sauce" of thriving 100-year families

"Thanks, a thoughtful piece." from johnoddy.

This automatic e-mail from PGDC Network PGDC was originally published on Thursday, May 7 2020 and delivered at 05/08/2020 - 00:54.

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