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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
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Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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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...
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This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
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We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

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Author Bruce DeBoskey looks at the proposed tax legislation and its possible impact on American giving.

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We continue our journey of recognizing giving opportunities by exploring the tax return.
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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...

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29 Dec 2016 | General , | Practice | National Publication | Article | 3 comments

I provide a rebuttal for my earlier article and remove my tongue from my cheek.

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This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.
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Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.
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Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.

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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...

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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...

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Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

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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...

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If you have worked in the for-profit and nonprofit sectors, you know they are quite different; each having its own culture, vernacular, and business practices. Many well-meaning advisors approach nonprofit and charitable organizations seeking to partner with them in...
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