The First Planned Giving Movie?Click here or the above link and see for yourself.This is going too far, even for me. Yes, the Huguette Clark story made for some interesting planned giving blog posts and real estate articles, but a movie?If you search my old blog posts on Ms. Clark, yes, you will see the...
Here is a Bloomberg Business Week piece discussing the high likelihood that “tax extenders” will not happen by the end of the year. Not good news at all for the IRA Charitable Rollover provision. http://www.businessweek.com/news/2013-10-28/popular-credits-in-doubt-as-extension-eludes-congress-taxes In short, the article suggests that short term tax fixes (the annual tax extender merry-go-round) may be going out of...
$60 million dollar bequest! JNF, the recipients of this huge bequest (click link under the title to see article), are known in planned giving circles as having one of the best (and most aggressive) charitable gift annuity programs in the country. The reality is that bequests and charitable gift annuities go hand in hand –...
In the blogosphere, if you don’t have anything new…well then you don’t have anything to say!! Well here is something new (and interesting) – research from a group called Connected to Give – clicking here or the picture will take you to their website. They did an extensive study of bequest/planned giving habits in the...
It would be impossible to explain commercial annuities in a blog post, let alone a book. As far as I can tell, they refer to a wide-range of insurance-like “products” where quite often unsuspecting individuals place bets hoping that they can outplay the house (i.e. live longer than expected). Any casino or insurance company (if...