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Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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CGNA: Appendix A - Valuation, Appraisals, and Substantiation
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Conservation Easement
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gee six sub two
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Two Hawks Consulting, LLC
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Charitable Giving: Eyes on the Wrong Metrics?
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Charitable Gift Annuity
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Russell N. James III, J.D., Ph.D., CFP
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The Alarming Perils of the "Net-Proceeds" CGA
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General
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Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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CGNA: Chapter 12 - Life Income Assets, Advanced & Additional Resources
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Charitable Lead Trust
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National Publication
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David Wheeler Newman
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Is this the Golden Age of CLATs?
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Is this the Golden Age of CLATs?
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Questions to ask about a nonprofit"s climate impact
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Funding in short supply for charities focusing on women and girls
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7520 Rate for May down at .8%
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Giving in the time of COVID-19
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Coronavirus Declared a Qualified Disaster: How Can Section 139 Plans Provide Employee Relief?
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COVID-19 Webpage Map
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Debunking entrenched myths about philanthropy
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Employee Relief Funds: Using Tax-Deductible Charitable Contributions to Provide Tax-Free Financial Assistance to Employees...
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Employee Emergency Disaster Relief Fund Response To Coronavirus (COVID-19): Top 7 Best Practice and Program Design...
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7520 Rate for April down at 1.2%
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With a Little Help From My Friends - Using the Pooled Income Fund to Restore Elasticity to Your Stretch IRA, Part 1
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7520 Rates:
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Upcoming Conferences
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The Financial Awareness Foundation
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How Can the Private Letter Ruling Process
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Greater Worcester Community Foundation
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Foundation Awards Over $700K in College Scholarships
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Greater Worcester Community Foundation
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Over 200 Attend Foundation"s First-Ever Virtual Annual Meeting
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Greater Milwaukee Foundation
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NOW IS THE TIME FOR RACIAL JUSTICE
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Cleveland Foundation
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Valeisha Butterfield Jones inspires others to disrupt the cultural landscape through philanthropy
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Cleveland Foundation
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Cleveland Foundation announces $26.2 million in Q2 2020 grantmaking
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The Community Foundation of Middle Tennessee
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The Big Payback raises more than $4.3M for Middle Tennessee Nonprofits
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Greater Milwaukee Foundation
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GMF secures $1 million grant from Robert Wood Johnson Foundation for collective impact response to COVID-19
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Cleveland Foundation
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Cleveland Foundation"s sixth biennial African American Philanthropy Summit will go virtual May 30
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Cleveland Foundation
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Partners announce latest round of Greater Cleveland COVID-19 Rapid Response Fund grant recipients
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Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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Charitable Gifts of Noncash Assets
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Russell N. James III, J.D., Ph.D., CFP
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Visual Planned Giving
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Charles E. Rounds Jr, Fiduciary Consultant
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Why infect the law of trusts with good faith doctrine?
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David Wheeler Newman
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| Charitable Remainder Trust
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Rebirth of the Charitable Remainder Trust
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Charles E. Rounds Jr, Fiduciary Consultant
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Law Professor Blows the Whistle on his Colleagues
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Charles E. Rounds Jr, Fiduciary Consultant
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Mediation and Arbitration have their limitations when it comes to trust disputes
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Charles E. Rounds Jr, Fiduciary Consultant
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The Interest on Lawyers Trust Account Scheme (IOLTA): Could the medical profession get away with fleecing patients this way?
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Charles E. Rounds Jr, Fiduciary Consultant
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Reliving the 200-year Saga of Benjamin Franklin"s Massacheusetts Trust
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Charles E. Rounds Jr, Fiduciary Consultant
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Could the Myriad Codifications of Aspects of the Law of Trusts Culminating with the Uniform Trust Code (2000) Be Doing More Harm than Good?
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Charles E. Rounds Jr, Fiduciary Consultant
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The Academics Are Just Plain Wrong: The Trust Is Not a Contract
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Charles E. Rounds Jr, Fiduciary Consultant
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Law Schools No Longer Adequately Equip Their Students To Think Like Lawyers: The Unintended Consequences of Decontextualizing Contracts
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Charles E. Rounds Jr, Fiduciary Consultant
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Newly-Minted Lawyers Are Generally Poor Writers: Why the Law Schools Are Largely to Blame
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Eric Weiner, PhD
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William Walsh, CLU, CFP, ChFC, AEP
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Anthony Glomski
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Steven Zeiger
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The Financial Awareness Foundation
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Rick Pendykoski
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Dan Rice, Philanthropy Architect
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Jane Peebles, Attorney
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Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash
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I appreciate the information provided here as the CRT is a wonderful tool to help both families and charities.
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BlueHendu
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The "secret sauce" of thriving 100-year families
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Thanks, a thoughtful piece.
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johnoddy
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Charitable Alchemy: Something from nothing (or almost nothing) or Getting paid to live in your house for the rest of your life
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Hi Bryan,These are great gifts for donors -- theoretically. The issue many advisors who promote these types of gifts to clients face, however, is...
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Bryan, Randy:Thanks for sharing this innovative and thoughtful idea. It would be very interesting to see a full explanation of the process and...
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Dennis Walsh
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Using an IRA to Finance Charity-Owned Life Insurance
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How does a CHIRA impact required minimum distributions?
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Case Study: Selling a Closely-Held Corporation with a Charitable Remainder Unitrust
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David,Technically, you"re correct. The business would be stepped up in basis at death. However estate taxes at 40% are greater than capital gains...
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randy a. fox
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IRA Strategies Your Mother Never Told You - Part One
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Dennis,I apologize for not seeing this until today. I don"t think an IRA custodian has any right to dictate interest rates. It should be between the...
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randy a. fox
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