http://167.99.228.50/pgdc/feed/1 en CGNA: Appendix A - Valuation, Appraisals, and Substantiation http://167.99.228.50/pgdc/cgna-appendix-valuation-appraisals-and-substantiation <!--paging_filter--><p>Valuation is a complex subject with complex rules. We take a deep dive into the subject, led by professor Russell James.</p> <p><a href="http://167.99.228.50/pgdc/cgna-appendix-valuation-appraisals-and-substantiation" target="_blank">read more</a></p> http://167.99.228.50/pgdc/cgna-appendix-valuation-appraisals-and-substantiation#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 01 Jul 2020 16:33:20 +0000 randy a. fox 1073714 at http://167.99.228.50 gee six sub two http://167.99.228.50/pgdc/gee-six-sub-two <!--paging_filter--><p>The Government continues to win its attack on abusive conservation easement programs, as explained by attorney Russ Willis.</p> <p><a href="http://167.99.228.50/pgdc/gee-six-sub-two" target="_blank">read more</a></p> http://167.99.228.50/pgdc/gee-six-sub-two#comments Judicial Conservation Easement Wed, 17 Jun 2020 10:19:09 +0000 randy a. fox 1073554 at http://167.99.228.50 Charitable Giving: Eyes on the Wrong Metrics? http://167.99.228.50/pgdc/charitable-giving-eyes-wrong-metrics <!--paging_filter--><p>We examine a new method for rating the charities we give to.</p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Don&#039;t use business benchmarks only to evaluate a charity&#039;s worthiness </div> </div> </div> <p><a href="http://167.99.228.50/pgdc/charitable-giving-eyes-wrong-metrics" target="_blank">read more</a></p> http://167.99.228.50/pgdc/charitable-giving-eyes-wrong-metrics#comments Values-Based Two Hawks Consulting, LLC Tue, 09 Jun 2020 15:49:17 +0000 randy a. fox 1073475 at http://167.99.228.50 The Alarming Perils of the "Net-Proceeds" CGA http://167.99.228.50/pgdc/alarming-perils-proceeds-cga <!--paging_filter--><p>Dr. Russell James provides interesting insights into some of the many issues charities face when issuing CGAs.</p> <p><a href="http://167.99.228.50/pgdc/alarming-perils-proceeds-cga" target="_blank">read more</a></p> http://167.99.228.50/pgdc/alarming-perils-proceeds-cga#comments Charitable Gift Annuity Russell N. James III, J.D., Ph.D., CFP Tue, 09 Jun 2020 15:39:00 +0000 randy a. fox 1073474 at http://167.99.228.50 CGNA: Chapter 12 - Life Income Assets, Advanced & Additional Resources http://167.99.228.50/pgdc/cgna-chapter-12-life-income-assets-advanced-additional-resources <!--paging_filter-->We explore advanced issues of life income interests. <p><a href="http://167.99.228.50/pgdc/cgna-chapter-12-life-income-assets-advanced-additional-resources" target="_blank">read more</a></p> http://167.99.228.50/pgdc/cgna-chapter-12-life-income-assets-advanced-additional-resources#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 19 May 2020 16:38:54 +0000 randy a. fox 1073264 at http://167.99.228.50 Is this the Golden Age of CLATs? http://167.99.228.50/pgdc/golden-age-clats <!--paging_filter--><p>With the current 7520 rate at all time lows, David Newman focuses our attention on CLATS. The timing is perfect.</p> <p><a href="http://167.99.228.50/pgdc/golden-age-clats" target="_blank">read more</a></p> http://167.99.228.50/pgdc/golden-age-clats#comments Charitable Lead Trust David Wheeler Newman Tue, 19 May 2020 09:37:54 +0000 randy a. fox 1073263 at http://167.99.228.50 Questions to ask about a nonprofit's climate impact http://167.99.228.50/pgdc/questions-ask-about-nonprofits-climate-impact <!--paging_filter--><p>Bruce DeBoskey provides us guidance about how to ask charities about their impact on the climate.</p> <p><a href="http://167.99.228.50/pgdc/questions-ask-about-nonprofits-climate-impact" target="_blank">read more</a></p> http://167.99.228.50/pgdc/questions-ask-about-nonprofits-climate-impact#comments Ethics Bruce DeBoskey, Philanthropic Strategist Tue, 19 May 2020 09:25:06 +0000 randy a. fox 1073262 at http://167.99.228.50 Funding in short supply for charities focusing on women and girls http://167.99.228.50/pgdc/funding-short-supply-charities-focusing-women-and-girls-0 <!--paging_filter--><p>Insights into the funding issues for girl's and women's focused philanthropies.</p> <p><a href="http://167.99.228.50/pgdc/funding-short-supply-charities-focusing-women-and-girls-0" target="_blank">read more</a></p> http://167.99.228.50/pgdc/funding-short-supply-charities-focusing-women-and-girls-0#comments General Bruce DeBoskey, Philanthropic Strategist Wed, 06 May 2020 10:52:40 +0000 melody.griffin 1073144 at http://167.99.228.50 7520 Rate for May down at .8% http://167.99.228.50/pgdc/7520-rate-may-down-8 <!--paging_filter--><p>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.</p> <p><a href="http://167.99.228.50/pgdc/7520-rate-may-down-8" target="_blank">read more</a></p> http://167.99.228.50/pgdc/7520-rate-may-down-8#comments Revenue Rulings Thu, 30 Apr 2020 14:11:44 +0000 melody.griffin 1073093 at http://167.99.228.50 Giving in the time of COVID-19 http://167.99.228.50/pgdc/giving-time-covid-19 <!--paging_filter--><p>Sound advice for thinking through giving in our challenging times.</p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> &quot;Think Globally, Act Locally&quot; </div> </div> </div> <p><a href="http://167.99.228.50/pgdc/giving-time-covid-19" target="_blank">read more</a></p> http://167.99.228.50/pgdc/giving-time-covid-19#comments General Bruce DeBoskey, Philanthropic Strategist Thu, 30 Apr 2020 13:52:57 +0000 randy a. fox 1073092 at http://167.99.228.50