Ethics

Research Category

Bulk operations

		Rated
	9 Dec 2015 \| Ethics \| National Publication, Gary Shunk \| Article Conflicts of Interest and the Trusted Advisor In the advisor/investor relationship, an imbalance of power can occur whenever information is forgotten, neglected or purposely withheld. Author Gary Shunk examines the nuances of conflicts of interest in the adviosr/client relationship.	4.5
	6 May 2015 \| Ethics \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Immediate Response Considerations and Checklist for Terrorist, Man-... Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.	0
	27 Apr 2015 \| Ethics \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Lessons Learned from Recent Terrorist and Man-made Disaster Relief... Contributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.	0
	21 Apr 2015 \| Ethics \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Lessons Learned from Recent Natural Disaster Relief Funds: Part 1 of 3 Bryan Clontz presents a compelling analysis of disaster relief giving and presents some best practices for charities to consider for the future.	5
	10 Oct 2014 \| Ethics \| National Publication, Charles E. Rounds Jr, Fiduciary Consultant \| Article Is a Human Corpse Property That Can Be Made the Subject of a Trust? While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...	5
	8 May 2014 \| Ethics , \| Charitable Remainder Trust , \| Practice \| National Publication, Two Hawks Consulting, LLC, Daniel P Felix - The Professional Trustee \| Article Charitable Trust Administration - Part 3 What advisors need to know about NIMCRUTs Last time, we discussed trust-planning blind spots and ways to solve complex trust matters. Here, we'll look at how a very successful and very charitable client established...	0
	24 Apr 2014 \| Ethics , \| Charitable Remainder Trust , \| Practice \| National Publication, Two Hawks Consulting, LLC, Daniel P Felix - The Professional Trustee \| Article Charitable Trust Administration - Part 2 How an ounce of prevention may provide tons of cure As we discussed in Part One of this article, philanthropy adds a complex dimension to affluent families' long-term wealth and tax planning, and we explored the use...	0
	11 Apr 2014 \| Ethics , \| Charitable Remainder Trust , \| Practice \| National Publication, Two Hawks Consulting, LLC, Daniel P Felix - The Professional Trustee \| Article Importance of Trustee Selection in Charitable Planning What advisors need to understand about CRTs, CLTs and fiduciary responsibility The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...	4
	7 Feb 2007 \| Ethics \| National Publication \| News story Planned Giving or Planned Commissions? In a Notice of Intent filed on November 28, 2006, the Office of Securities for the State of Maine in conjunction with the Maine Attorney General's office is seeking to revoke the license of a registered representative who allegedly compelled his elderly client to name...	0
	2 Nov 2001 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| News story ACGA and NCPG Condemn Sales Commissions on Gift Annuities The Board of Directors of the American Council on Gift Annuities has issued a statement in which it joins with the National Committee on Planned Giving in reiterating both organizations' long standing opposition to the practice of charitable organizations paying sales...	0
	14 Mar 2001 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Compensation Of Gift Planning And Financial Services Professionals In this article, Frank Minton describes some of the current practices regarding compensation of financial services professionals and their affiliated companies, and staff members of charities, and seeks to apply the "Model Standards of Practice for the Charitable Gift...	0
	8 Feb 2000 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Both Sides Now: The Charity/Advisor Partnership The Planned Giving Design Center was created on the premise that professional advisors and charitable organizations can better help clients and donors accomplish their philanthropic objectives through collegial working relationships with one another. In this edition of...	0
	9 Sep 1999 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Has Forbes Ever Met a Planned Gift It Liked? The September 20, 1999 issue of Forbes magazine has published a series of articles under the banner of "Caveat Donor: The stockbrokers, planners and insurance salesmen who used to peddle tax shelters have a new grift: charity. Some of their donation...	0
	11 Aug 1999 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Balancing The Scales: The Gift Planner's Dilemma As a charitable gift planner, for whom do you really work? Donor? Charity? Yourself? In this edition of Gift Planner's Digest, attorney Douglas K. Freeman brings over twenty years of experience to the ethical issues of gift planning with "Balancing the Scales: The Gift...	1
	14 Jul 1999 \| Ethics \| National Publication \| Article Donor/Client: The Two Faces of a Prospect In this week's Gift Planner's Digest, planned giving officer and attorney Joel Breitstein presents "Donor/Client: The Two Faces of a Prospect" which explores the practical, legal, and ethical aspects of the planned giving officer's and professional advisor's roles in...	5
	20 Nov 1998 \| Ethics \| National Publication \| Article When Do We Cross The Line? In this week's edition of Gift Planner's Digest, Kansas City, Missouri attorney Scott Blakesley explores some of the legal and ethical issues that professional advisors and planned giving officers must consider when advising clients and donors in matters of charitable...	0

7520 Rates: May 3.2% April 3.2% March 3.0%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

Learn through thousands of pages of content, newsletters and forums
Share by commenting on and rating content, answering questions in the forums, and writing
Gain insight into other disciplines in the field
Connect – Interact – Grow
Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry

Recent activity

ACGA and NCPG Condemn Sales Commissions on Gift Annuities

"Why didn't I think of that 30 years ago? I would be rich. Being serious, donors expect objectivity from advisors on charitable giving techniques. If..." from Barton Burns.

"I'm a commission based agent (OK, financial planner). As such I totally understand the practice and need of commissions to encourage production at..." from Forrest Robinson.

"This makes sense on a legal level - charitable gifts should be exempted from certain pieces of regulation, and the use of commissions complicates..." from NathanS.

Copyright © 2016 Planned Giving Design Center, LLC. All rights reserved.
This material cannot be reproduced without the express permission of Planned Giving Design Center, LLC.
Terms | Privacy Statement | Report a Problem

		Rated
	9 Dec 2015 \| Ethics \| National Publication, Gary Shunk \| Article Conflicts of Interest and the Trusted Advisor In the advisor/investor relationship, an imbalance of power can occur whenever information is forgotten, neglected or purposely withheld. Author Gary Shunk examines the nuances of conflicts of interest in the adviosr/client relationship.	4.5
	6 May 2015 \| Ethics \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Immediate Response Considerations and Checklist for Terrorist, Man-... Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.	0
	27 Apr 2015 \| Ethics \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Lessons Learned from Recent Terrorist and Man-made Disaster Relief... Contributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.	0
	21 Apr 2015 \| Ethics \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Lessons Learned from Recent Natural Disaster Relief Funds: Part 1 of 3 Bryan Clontz presents a compelling analysis of disaster relief giving and presents some best practices for charities to consider for the future.	5
	10 Oct 2014 \| Ethics \| National Publication, Charles E. Rounds Jr, Fiduciary Consultant \| Article Is a Human Corpse Property That Can Be Made the Subject of a Trust? While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...	5
	8 May 2014 \| Ethics , \| Charitable Remainder Trust , \| Practice \| National Publication, Two Hawks Consulting, LLC, Daniel P Felix - The Professional Trustee \| Article Charitable Trust Administration - Part 3 What advisors need to know about NIMCRUTs Last time, we discussed trust-planning blind spots and ways to solve complex trust matters. Here, we'll look at how a very successful and very charitable client established...	0
	24 Apr 2014 \| Ethics , \| Charitable Remainder Trust , \| Practice \| National Publication, Two Hawks Consulting, LLC, Daniel P Felix - The Professional Trustee \| Article Charitable Trust Administration - Part 2 How an ounce of prevention may provide tons of cure As we discussed in Part One of this article, philanthropy adds a complex dimension to affluent families' long-term wealth and tax planning, and we explored the use...	0
	11 Apr 2014 \| Ethics , \| Charitable Remainder Trust , \| Practice \| National Publication, Two Hawks Consulting, LLC, Daniel P Felix - The Professional Trustee \| Article Importance of Trustee Selection in Charitable Planning What advisors need to understand about CRTs, CLTs and fiduciary responsibility The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...	4
	7 Feb 2007 \| Ethics \| National Publication \| News story Planned Giving or Planned Commissions? In a Notice of Intent filed on November 28, 2006, the Office of Securities for the State of Maine in conjunction with the Maine Attorney General's office is seeking to revoke the license of a registered representative who allegedly compelled his elderly client to name...	0
	2 Nov 2001 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| News story ACGA and NCPG Condemn Sales Commissions on Gift Annuities The Board of Directors of the American Council on Gift Annuities has issued a statement in which it joins with the National Committee on Planned Giving in reiterating both organizations' long standing opposition to the practice of charitable organizations paying sales...	0
	14 Mar 2001 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Compensation Of Gift Planning And Financial Services Professionals In this article, Frank Minton describes some of the current practices regarding compensation of financial services professionals and their affiliated companies, and staff members of charities, and seeks to apply the "Model Standards of Practice for the Charitable Gift...	0
	8 Feb 2000 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Both Sides Now: The Charity/Advisor Partnership The Planned Giving Design Center was created on the premise that professional advisors and charitable organizations can better help clients and donors accomplish their philanthropic objectives through collegial working relationships with one another. In this edition of...	0
	9 Sep 1999 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Has Forbes Ever Met a Planned Gift It Liked? The September 20, 1999 issue of Forbes magazine has published a series of articles under the banner of "Caveat Donor: The stockbrokers, planners and insurance salesmen who used to peddle tax shelters have a new grift: charity. Some of their donation...	0
	11 Aug 1999 \| Ethics \| Partnership for Philanthropic Planning, National Publication \| Article Balancing The Scales: The Gift Planner's Dilemma As a charitable gift planner, for whom do you really work? Donor? Charity? Yourself? In this edition of Gift Planner's Digest, attorney Douglas K. Freeman brings over twenty years of experience to the ethical issues of gift planning with "Balancing the Scales: The Gift...	1
	14 Jul 1999 \| Ethics \| National Publication \| Article Donor/Client: The Two Faces of a Prospect In this week's Gift Planner's Digest, planned giving officer and attorney Joel Breitstein presents "Donor/Client: The Two Faces of a Prospect" which explores the practical, legal, and ethical aspects of the planned giving officer's and professional advisor's roles in...	5
	20 Nov 1998 \| Ethics \| National Publication \| Article When Do We Cross The Line? In this week's edition of Gift Planner's Digest, Kansas City, Missouri attorney Scott Blakesley explores some of the legal and ethical issues that professional advisors and planned giving officers must consider when advising clients and donors in matters of charitable...	0

Ethics

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Recent activity

ACGA and NCPG Condemn Sales Commissions on Gift Annuities

Follow PGDC on

Popular

By Category

Resources