Planning

Bulk operations
Rated

The donor advised fund is one of the most economically efficient ways to give. Especially at the end of the year. Download the EzCharitable Excel DAF Illustrator to show your clients why.

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Compelling and thought provoking information from Bruce that puts Thanksgiving in true perspective.
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The end (of the year) is near. It's giving time for most of America.

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No matter where I go and speak in the country, when I ask the audience of advisors or charities "who's looking at Pooled Income Funds?", no hands go up. Crazy? I think so. Read on...
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Often, life changing events change one's giving perspective. We explore the opportunities in both victory and in loss.
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Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
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When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.

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Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you can use to explain the CRAT. Read...

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We explore opportunities for identifying charitable gifts for those families that have special needs.
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Clontz and Raffin dig more deeply into gifts of real estate assets.
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Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
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Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
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A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
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As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
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Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code....
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Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
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We continue through Charitable Gifts of Noncash Assets with the definitions of basic terminology which many of us take for granted. Clarity and understanding of language is vital to understand.
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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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Gifts of noncash assets are different. They require a specific process to evaluate and understand. This explores the necessary steps and terminology to begin the exploration of accepting a noncash gift.
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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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