Bulk operations
Ratedsort icon
0 items selected. Select all items:
21 Jul 1999 | Practice | National Publication | Article
The I.M. Frugal Case Study
In this edition of Gift Planner's Digest, Family Wealth Counselors president Ken Fink chronicles how he led his clients from making modest annual charitable gifts to creating a comprehensive philanthropic financial and estate plan. By Kenneth Chaim Fink...
25 Aug 1999 | Practice | National Publication | Article
Part One
Have you integrated the discussion of philanthropy into your client interviews? If so, have you developed a systematic approach to helping them explore the motivations that lead to charitable acts? In this and next week's editions of Gift Planner's Digest, Scott...
3 Nov 1999 | Practice | National Publication | Article
What are the two greatest misconceptions people have about their wealth? Well, if we told you that, you wouldn't have to read this week's Gift Planner's Digest article by Jay Link. "Understanding Your Wealth: Avoiding the Two Greatest Misconceptions" provides an...
24 Nov 1999 | Practice | National Publication | Article
It's December 1st and you receive a phone call from a client who has just decided she wants to create a family foundation -- by year-end! What do you do? In this edition of Gift Planner's Digest, San Francisco-based consultant Jeff Shields discusses "Family Adventure...
14 Dec 1999 | Practice | National Publication | Article
What makes philanthropists tick? In this edition of Gift Planner's Digest, University of Kentucky's Dan L. Hendricks reviews the cognitive processes that foster specific and innumerable acts of charity in his article, "Insights that Foster Planned Gifts." By: Dan...
8 Mar 2000 | Practice | National Publication | Article
How does one integrate philanthropy into the wealth transfer planning process? In this edition of Gift Planner's Digest, Houston gift planner Paul L. Comstock answers this and many more questions in his thoughtful article, "Three-Dimensional Estate Planning." by...
18 Jul 2001 | Practice | National Publication | Article
Do any snowbirds flock to or from your community? In this edition of Gift Planner's Digest, Nancy Turrell, CFRE explores the motivations and giving habits of these migratory philanthropists. by Nancy K. Turrell Nancy K. Turrell, CFRE has a bachelor's...
3 Jun 2002 | Practice | National Publication | Article
Are you or any of your colleagues considering becoming more involved in charitable gift planning? In this article from The Journal of Practical Estate Planning , Chicago-based philanthropic advisor Betsy Brill discusses the value of advisors incorporating...
21 Oct 2003 | Practice | National Publication | Article
It's been said there are two things you don't discuss in polite company: religion and the new address of the Cubs fan who tipped the foul ball during game six of the Cubs/Marlins series. In this case, Florida attorneys Jason Havens and Thomas Wells share their...
2 Jun 2006 | Practice | National Publication | Article | 1 comments
Two years ago, the PGDC published an article by Betsy Mangone in which she discussed how nonprofits can build effective working relationships with professional advisors. In this follow-up article, Betsy identifies three factors influencing the non-profit sector's...
I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times . The title was simply "Why Fund-Raising is Fun". I encourage you to read the entire article. It's a good read for anyone in...
Don't miss the chance to learn about the founding events of American gift planning!  If you come to the National Conference on Philanthropic Planning (NCPP) in Orlando, please attend my Summit Track session.  See the outline below, to be accompanied with...
Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado. Click here to listen to the audio interview. Randy Fox:      Good morning. I am on the phone today, and delighted to be, with John A....
The Thing You Push Against is the Thing That Lifts You Up
Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...
We continue our journey of recognizing giving opportunities by exploring the tax return. By: Randy A. Fox, Editor-in-Chief Click here if you missed part one. Tax returns are an interesting read for even the non-accountant advisor.  If...
We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look. By: Randy A. Fox , Editor-in-Chief Finding potential charitable gift opportunities for clients can deepen the conversation about broader...
We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises. By: Randy A. Fox , Editor-in-Chief We have discussed previously how a business sale can be a...
This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic intentions.  By: Randy A. Fox , Editor-in-Chief Current estimates tell us that qualified plans hold close to $25...
This article on "opportunity recognition" focuses on low basis assets. The collision of technology and knowledgeable insight in the mid-1980s was a huge factor in opening the planned giving field – creating the first software, Philanthro-Tec, that illustrated...
Goodwill Hunting. Or hunting for goodwill. The asset of "personal goodwill" is often overlooked during the sale of a business interest. Since goodwill is a capital asset, overlooking it can cost the seller more in taxes. Helping sellers identify and plan for the...
Syndicate content
7520 Rates:  October 3.4%  September 3.4%  August 3.4%

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

Time to Revisit Your Bequest Program

Changes to federal policies could drastically affect philanthropists, nonprofits

The Top 10 Ways to be Successful in 2017

Professional Advisors and Non-Profits: A Collaboration to Shape our Philanthropic Future

A Professional Advisor's Guide to Working with Non-Profit Organizations