I have a Google alert that anytime “tax extenders” is in the news, I get an email. As for IRA giving in 2015, there has really been nothing to report, except for today’s piece which gives me hope. Here is the article headline from National Law Review today: Lawmakers to Finish Highway Funding, Turn...
My last post on IRA giving without the IRA law reenacted created a stir among my colleagues – some not positive so here is the quick and simple explanation for something that is completely not quick and not simple: calculating real tax costs for jumping the gun on IRA giving (ie.. giving directly from your...
Last week, I gave a presentation at the Planned Giving Council of Greater Philadelphia and was treated a luncheon presentation by Laura Peebles, http://www.laurahpeebles.com/, one of the top tax experts regarding charitable giving in the country. And, to my relief, Laura addressed the issue of the now expired IRA charitable giving provision – in the same...
Since we launched our popular planned giving boot camp webinar series, we have had many groups take the course – with great feedback. For our next 6-part webinar course, starting Nov. 24th – we are going to offer a one-time trial – up to 10 participants for the price of 1! (and, our early bird...
[polldaddy poll=9115775]Try anything new lately with your planned giving marketing? Let’s face it, we are in a field that is a mixture of marketing and sales along with slowest form of gift development. On top of that, we have a country full of people not yet ready to address their own mortality (less than 50%...