Oh, yes, there are a few. For now, this story seems to have flown under the radar – not picked up yet by the Wall Street Journal or the NY Times. Probably a matter of days because it seems to fit a popular line of journalism in this area of focusing on the bad apples....
Interested in seeing what has been happening in planned giving? Check out this short (15 minutes) web presentation: Trends in Planned Giving 2005-2012 One thing I hope all viewers will see is that planned giving is making a come back in the fundraising world! Great news. Now you just need to get yourself trained and...
What if a donor took an IRA withdrawal in December (which he would like to gift to charity using the new Section 208 swapping provision) but also wrote a check to the same charity he wants to redirect the IRA funds to in December? Can he retroactively declare that his check in December was intended...
One of the stranger parts of the standard IRA giving rules, to me at least, is that donors can not use the Charitable IRA Giving Provision until they reach age 70.5 (according to the IRS – the day after your half-birthday). This was meant literally – don’t request that IRA gift until you reach that...
Where is planned giving heading in 2013 and beyond?