The Saint Paul Foundation

National Publication Features

21 Sep 2017 | Revenue Rulings | News story | National Publication

7520 Rate for October Down to 2.2%

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for... Read more »
20 Sep 2017 | Ethics | Article | National Publication, Bruce DeBoskey, Philanthropic Strategist

Higher education philanthropy, more like soccer or basketball?

Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell. Read more »
20 Sep 2017 | Practice | Article | National Publication, Two Hawks Consulting, LLC

The Opportunity Right Under Your Nose

Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation. Read more »
20 Sep 2017 | General | Article | National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

CGNA: Chapter 1 - Real Estate | Advanced, Part 3 of 3

Clontz and Raffin present alternative methods for charities to participate in gifts of real estate as well as describe alternative types of real estate gifts. Read more »
15 Sep 2017 | Charitable Remainder Trust | Article | National Publication

Charitable Remainder Annuity Trust Presentation

Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you... Read more »
13 Sep 2017 | General | News story | National Publication

IRS and Other News from Around the Web

Good, thought provoking thinking found in my regular web searches. Read more »

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13 Sep 2017| The Saint Paul Foundation, Minnesota Community Foundation

Hamse Warfa And Saint Paul Promise Neighborhood Named 2017 Facing Race Award Recipients By The Saint Paul & Minnesota Community Foundations

The Saint Paul & Minnesota Community Foundations today announced Hamse Warfa and the Saint Paul Promise Neighborhood as recipients of the 2017 Facing Race Awards. The awardees will be recognized... Read more »
8 Sep 2017| The Saint Paul Foundation, Minnesota Community Foundation

Concerning DACA

Letter to U.S. Sens. Franken and Klobuchar Read more »
10 Aug 2017| The Saint Paul Foundation, Minnesota Community Foundation

Nonprofits to Know: Saint Paul Promise Neighborhood

Bringing together families, schools, public agencies, and the community to change the odds for a generation of children Read more »
3 Aug 2017| The Saint Paul Foundation, Minnesota Community Foundation

Rashad Robinson To Deliver Keynote For Facing Race: Changing The Narrative

The Saint Paul & Minnesota Community Foundations today announced noted civil rights leader and nonprofit executive speaker Rashad Robinson as the keynote presenter for the annual Facing Race... Read more »
19 Jul 2017| The Saint Paul Foundation

Building a Successful, Productive Generation

Guadalupe Alternative Programs (GAP) in Saint Paul is giving young people with major employment barriers the ultimate gift: pathways into careers and out of poverty. In return, graduates are... Read more »
14 Jul 2017| The Saint Paul Foundation, Minnesota Community Foundation

2016 Community Impact Report

We created our 2016 community impact report -- Together We -- to highlight the important work and progress made by The Saint Paul and Minnesota Community Foundations and our partners. From... Read more »

Community News

Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP | Article

Charitable Gifts of Noncash Assets

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...
Russell N. James III, J.D., Ph.D., CFP | Article

Visual Planned Giving

Visual 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...
Charles E. Rounds Jr, Fiduciary Consultant | Article

Why infect the law of trusts with good faith doctrine?

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...
David Wheeler Newman | Article | Charitable Remainder Trust | 2 comments

Rebirth of the Charitable Remainder Trust

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...
Charles E. Rounds Jr, Fiduciary Consultant | News story

Law Professor Blows the Whistle on his Colleagues

Professor 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...
Charles E. Rounds Jr, Fiduciary Consultant | News story

Mediation and Arbitration have their limitations when it comes to trust disputes

Unless 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...
Charles E. Rounds Jr, Fiduciary Consultant | Article

The Interest on Lawyers Trust Account Scheme (IOLTA): Could the medical profession get away with fleecing patients this way?

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...
Charles E. Rounds Jr, Fiduciary Consultant | Article

Reliving the 200-year Saga of Benjamin Franklin's Massacheusetts Trust

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...
Charles E. Rounds Jr, Fiduciary Consultant | Article

Could the Myriad Codifications of Aspects of the Law of Trusts Culminating with the Uniform Trust Code (2000) Be Doing More Harm than Good?

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...
Charles E. Rounds Jr, Fiduciary Consultant | Article

The Academics Are Just Plain Wrong: The Trust Is Not a Contract

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 “...
Charles E. Rounds Jr, Fiduciary Consultant | Article | 2 comments

Law Schools No Longer Adequately Equip Their Students To Think Like Lawyers: The Unintended Consequences of Decontextualizing Contracts

The 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...
Charles E. Rounds Jr, Fiduciary Consultant | Article

Newly-Minted Lawyers Are Generally Poor Writers: Why the Law Schools Are Largely to Blame

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...