As promised in my previous post, I plan to slowly release different data points from Russell James’ recent webinar “WHAT THE DECLINE OF WILLS AND ESTATE PLANS MEANS FOR PLANNED GIFT MARKETING” (click to view webinar) which looked at data from a long-term (15+ years) health and retirement study that also tracked attitudes and actions regarding...
To be honest, I get scared when any president announces a new fangled retirement planning option in his state of the union address. It usually means headaches and confusion. This one, the myRA, isn’t that confusing but it isn’t very useful either. So, what did we get last night with the announcement of myRAs? Any...
Answer: basically nothing. Last week, I attended our local planned giving group’s annual 2 hour session on “what’s new on the legal front” that impacts planned giving. Sadly as the author of The Planned Giving Blog, I have nothing to report except to welcome new subscribers to the blog (thank you! – we are approaching...
Here is a list of Charitable Provisions on the “Tax Extender-Go-Round“: Tax-Free Distributions From Individual Retirement Accounts for Charitable Purposes Enhanced Charitable Deduction for Contributions of Food Inventory Basis Adjustment to Stock of S Corporations Making Charitable Contributions of Property Special Rules for Contributions of Capital Gain Real Property for Conservation Purposes By “Tax Extender-Go-Round” I mean to say...
New Planned Giving Insights