National Publication Features
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1 Jul 2020 | General | Article | National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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9 Jun 2020 | Values-Based | Article | National Publication, Two Hawks Consulting, LLC
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9 Jun 2020 | Charitable Gift Annuity | Article | National Publication, Russell N. James III, J.D., Ph.D., CFP
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19 May 2020 | General | Article | National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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19 May 2020 | Charitable Lead Trust | Article | National Publication, David Wheeler Newman
Older news
- Is this the Golden Age of CLATs?
- Questions to ask about a nonprofit's climate impact
- Funding in short supply for charities focusing on women and girls
- 7520 Rate for May down at .8%
- Giving in the time of COVID-19
- Coronavirus Declared a Qualified Disaster: How Can Section 139 Plans Provide Employee Relief?
- COVID-19 Webpage Map
- Debunking entrenched myths about philanthropy
- Employee Relief Funds: Using Tax-Deductible Charitable Contributions to Provide Tax-Free Financial Assistance to Employees...
- Employee Emergency Disaster Relief Fund Response To Coronavirus (COVID-19): Top 7 Best Practice and Program Design...
- 7520 Rate for April down at 1.2%
- With a Little Help From My Friends - Using the Pooled Income Fund to Restore Elasticity to Your Stretch IRA, Part 1
7520 Rates: Aug 1.2% Jul 1.2.% Jun 1.2.%
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10 Feb 2020 | News storyConferences and Events that should be interesting to our readers. Read more »
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26 Jun 2017 | News storySpring Improving Financial Awareness & Financial Literacy Movement Report & Magazine is now available. This report provides a broad picture of the lack of financial awareness and financial... Read more »
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30 Nov 2006 | News storyWhen structuring a sophisticated planned gift, an analysis of the Internal Revenue Code, the Treasury Regulations, IRS pronouncements and the case law may not produce a clear answer with respect to a... Read more »
Community Features
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2 Jul 2020| Greater Worcester Community FoundationOver 400 students will receive awards to assist them during the upcoming academic year Read more »
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2 Jul 2020| Greater Worcester Community FoundationThe Greater Worcester Community Foundation's first-ever virtual Annual Meeting featured a keynote address from Congressman Jim McGovern, a video message from Massachusetts' First Lady Lauren Baker... Read more »
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2 Jul 2020| Greater Milwaukee FoundationEllen M. GilliganPresident and CEO, Greater Milwaukee FoundationMay 30, 2020 Read more »
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2 Jul 2020| Cleveland Foundation"What keeps me up at night is the opportunity to start shaping and reimagining our approach and the role we all play in driving change," said Valeisha Butterfield Jones, as she addressed nearly 200... Read more »
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2 Jul 2020| Cleveland FoundationFoundation, donors grant more than $58 million year-to-date Read more »
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21 May 2020| The Community Foundation of Middle Tennessee7th Annual 24-Hour Online Giving Event tops $20M over timeLIVE HERE. GIVE HERE Read more »
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21 May 2020| Greater Milwaukee FoundationThe Greater Milwaukee Foundation has received a $1 million grant to its MKE Responds Fund from the Robert Wood Johnson Foundation as part of the national philanthropy's $50 million effort to provide... Read more »
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21 May 2020| Cleveland FoundationFeatured speaker is award-winning activist, author and business leader Valeisha Butterfield Jones Read more »
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21 May 2020| Cleveland FoundationThe Greater Cleveland COVID-19 Rapid Response Fund coalition announced today its latest round of grants to support the nonprofit community, which continues to face unprecedented challenges during the... Read more »
Community News
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Bryan Clontz, MS, MSFS, CFP®, CLU®, ChFC®, CAP®, AEP, RICP® Edited by Ryan Raffin, JD Copyright © 2017 by The American College Press All rights reserved. No part of this publication may be...
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Russell N. James III, J.D., Ph.D., CFP | ArticleVisual Planned Giving An Introduction to the Law & Taxation of Charitable Gift Planning Russell James III, J.D., Ph.D. Professor & CH Foundation Chair in Personal Financial Planning...
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The law's good faith principle has traditionally regulated legal relationships, such as the contractual relationship. Equity's more intense fiduciary principle has generally regulated equitable...
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Charitable remainder trusts are back! This according to attorney and PGDC contributing author David Wheeler Newman of Mitchell, Silverberg & Knupp, LLP. Read on to see why CRTs are enjoying...
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Charles E. Rounds Jr, Fiduciary Consultant | News storyProfessor Brian Tamanaha's new book, Failing Law Schools, does a good job of explaining why borrowing to obtain a lower tier law school education has become a bad deal for all too many, but...
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Charles E. Rounds Jr, Fiduciary Consultant | News storyUnless the fiduciary issues and the representation issues in a trust dispute are properly sorted out in advance, there is a very real risk that an ill-considered rush to mediate or arbitrate will...
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It is coming on a decade since the U.S. Supreme Court ruled that the IOLTA scheme constitutes a collective taking by the state of the property of clients. Still the scheme continues. Nothing has...
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Next year, 2013, marks the 20th anniversary of the judicial/political resolution of the final controversy over the administration and disposition of a certain Massachusetts-sited trust established...
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Though the trust is a judge-made creature of equity, the last eighty years have seen numerous rounds of uniform legislation codifying various aspects of the law of trusts, beginning with the Uniform...
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Since the 1960s, the trust has been under attack on two fronts in the American law school. First, the traditional Trusts course has been down-graded to elective status, a misguided curricular “...
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Charles E. Rounds Jr, Fiduciary Consultant | Article | 2 commentsThe process of paralegalizing the American legal academy is now complete. It was inevitable. A course in Contracts does not a complete lawyer make. The curricular marginalization of two of the other...
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In an article published on line in 2010, Charles E. Rounds, Jr. suggested that the expansion of legal writing programs in the law schools at the expense of instruction in core legal doctrine is why...
Discussions
Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of a Marketable Securities for Cash
The "secret sauce" of thriving 100-year families
Charitable Alchemy: Something from nothing (or almost nothing) or Getting paid to live in your house for the rest of your life
Using an IRA to Finance Charity-Owned Life Insurance
Case Study: Selling a Closely-Held Corporation with a Charitable Remainder Unitrust
IRA Strategies Your Mother Never Told You - Part One