Presentations

Articles, Speeches and Publications

Recent Speeches by Richard L. Fox

  • The Top Ten Ways Private and Family Foundations Get into Trouble, The Philadelphia Foundation, Private and Family Foundation Seminar, October 1, 2013.
  • Nonprofit and Philanthropic Tax Issues, Pennsylvania Institute of Certified Public Accountants, Annual Tax Form, November 8, 2012.
  • Selected Topics in Philanthropy & Tax-Exempt Organizations, Philadelphia Bar Association - Probate and Trust Section, Tax Committee, September 24, 2012.
  • What Every Estate Planner Needs to Know About Tax-Exempt Organizations and Charitable Gift Planning, The 46th Annual Heckerling Institute on Estate Planning (University of Miami Law School), January 11, 2012.
  • Private Foundations: Perpetual or Limited Lifespan, The Philadelphia Foundation, November 4, 2011.
  • Creating Nonprofit Organizations, Daytime With Donna Radio Show, TOGINET Radio, July 15, 2011.
  • The Power of Charitable Trusts in Planned Giving, Univest Foundation – 6th Annual Planned Giving and Development Seminar, May 5, 2011.
  • Question and Answer Panel, Ethics and Law Course Presentation, New York University Heyman Center for Philanthropy and Fundraising, April 26, 2011.
  • Charitable Planning in a Time of Low Interest Rates, ALI-ABA Seminar, December 2010.
  • Doing Well By Doing Good, Or Hadash Synagogue, March 2010.
  • Private Foundations: Governance, Duration and Other Hot Topics, Not for Profit Organization Symposium, Washington D.C., November 2008.
  • Nonprofit Governance and NFP Professionals Serving on Boards, Not For Profit Organization Symposium, Washington D.C., November 2008.
  • The Art of Philanthropy - Do You Know What You and Your Clients Don't Know: Tools & Techniques for Advisors and Their Clients, Central Indiana Community Foundation, March 2008.
  • Gifts of Property - Do You Know What You Don't Know?, Current Topics: Private Foundations and Supporting Organizations, Planned Giving Council of Houston, September 2007.
  • Using Philanthropy to Add Value to Your Clients Relationships, Presentation at the American College, Professional Advisors' Seminar, June 2007.
  • Luncheon Speech Regarding the Sallie B. and William B. Wallace Chair in Philanthropy at the American College, Advisors in Philanthropy Conference, Chicago, Illinois, April 2007.
  • Private Foundation Workshop, The Annenberg Foundation, Annual Retreat, November 2006.
  • Charitable Planning Ideas, Temple University School of Medicine Reunion Day, October 2006.
  • Donor-Created Entities to Support Public Charities Planned Giving Council of Greater Philadelphia, 2006 Planned Giving Day Conference, Greater Philadelphia Planned Giving Council, October 2006.
  • Gifts of Property - Do You Know What You Don't Know, Planned Giving Council of Greater Philadelphia, September 2006.
  • Getting to the Heart of Charitable Giving, Temple University Planned Giving Day, April 2006.
  • Donor-Created Entities to Support Public Charities, Lorman Educational Services and Penn State University 60th Annual Tax Conference, March and May 2006.
  • Hot Topics for Academic and Nonprofit Institutions: Essential Issues in Executive Compensation, Dilworth Paxson LLP Seminar, February 2005.

Recent Publications by Richard L. Fox

  • Charitable Planning to Avoid New 3.8% Tax on Investment Income, Estate Planning Journal, August 2013.
  • The Extension of the IRA Charitable Rollover Provision: It's Still Not Too Late to Make an IRA Charitable Rollover for 2012, Steve Leimberg’s Charitable Planning Newsletter, January 2013.
  • Private Foundations Get Expanded Program-Related Investment Options, Estate Planning Journal, January 2013.
  • Streamlined Method for a Private Foundation to Make Grants to Foreign Charities, Steve Leimberg’s Charitable Planning Newsletter, November 2012.
  • Lawsuit Against Johns Hopkins University Alleging Violation of Contract and Deed Restrictions and Donor Intent Heads to Trial, Steve Leimberg’s Charitable Planning Newsletter, July 2012.
  • Proposed Regulations Clarify That Program-Related Investments May Be Made by Private Foundations to Accomplish a Wider Variety of Charitable Purposes Through a Wider Range of Investment Vehicles, Steve Leimberg’s Charitable Planning Newsletter, June 2012.
  • Tax Court Rescues Tax Deductions for a Charitable Cat Lady, Estate Planning Journal, May 2012.
  • The Life Span of a Private Foundation: Perpetual or Limited, Estate Planning Journal, September 2011.
  • Nevada Supreme Court Lets Donor-Advised Fund Ignore Donor’s Advice, Estate Planning Journal, May 2011.
  • Nevada Supreme Court Addresses Issue of First Impression for Donor-Advised Funds, Steve Leimberg’s Charitable Planning Newsletter, February 2011.
  • Breach of Trust: VA Violates Its Duty To Use Land As A Home For Veterans, The Strawberry Gazette, Vol. 1-Special Issue: Evidence of Home, Issue 7, January 2011.
  • Help for Charitable Trusts That Made Erroneous Conversions, Estate Planning Journal, January 2011.
  • A Case Study In Transformative Philanthropy: Strawberry Flag, The Strawberry Gazette, Vol. 1-Harvest, Issue 6, November 2010.
  • Validity of Shark-Fin CLATs Remains in Doubt Despite IRS Guidance, Estate Planning Journal, October 2010.
  • Proposed Regulations Provide New Guidelines for Type III Supporting Organizations, Estate Planning Journal, March 2010.
  • National Heritage Foundation Debacle Offers Lesson About Donor-Advised Funds, The Chronicle of Philanthropy, February 2010 (opinion piece).
  • Recent DAF Cases Raise Issues of Charities Facing Financial Difficulties, Estate Planning Journal, January 2010.
  • Charitable Gift Annuities Sold In Scheme Not Exempt From Securities Regulations Under Philanthropy Protection Act of 1995, Steve Leimberg’s Charitable Planning Newsletter, November 2009.
  • IRS Argument That Control by Donor of Private Foundation Disallows Charitable Income Tax Deduction a Loser in Court, Steve Leimberg’s Charitable Planning Newsletter, November 2009.
  • Recent Events Raise Issues About Donor-Advised Funds, Steve Leimberg’s Charitable Planning Newsletter, September 2009.
  • Yeckel – An Important Decision Involving Private Foundations & Excessive Compensation, Steve Leimberg’s Charitable Planning Newsletter, July 2009.
  • Planning and Strategies for Nonexempt Charitable Trusts Part II, Taxation of Exempts, July/August 2009.
  • Planning and Strategies for Nonexempt Charitable Trusts Part I, Taxation of Exempts, May/June 2009.
  • Guide to IRS Sample Charitable Lead Trust Forms, Steve Leimberg’s Charitable Planning Newsletter, May 2009.
  • A Guide to the IRS Sample Charitable Lead Trust Forms Part II, Estate Planning, May 2009.
  • A Guide to the IRS Sample Charitable Lead Trust Forms Part I, Estate Planning, April 2009.
  • Ray Styles v. Friends of Fiji: Big Winner at Slots a Big Loser with Nevada Charity, Steve Leimberg’s Charitable Planning Newsletter, March 2009.
  • Princeton and Robertson Family Settle Bitter and Long-Standing Litigation over Donor Intent, Steve Leimberg’s Charitable Planning Newsletter, February 2009.
  • Revenue Ruling and Final Regulations Affecting Charitable Remainder Trusts in Detail, Steve Leimberg’s Charitable Planning Newsletter, August 2008.
  • Changes in Rules in Charitable Gifts of Intangible Personal Property, Steve Leimberg’s Charitable Planning Newsletter, January 2008.
  • IRS Continues Ban on Applications for Functionally Integrated Type III Supporting Organizations Except for Those Meeting Advance Notice, Steve Leimberg’s Charitable Planning Newsletter, November 2007.
  • Big Changes In Store for Type III Supporting Organizations, Steve Leimberg’s Charitable Planning Newsletter, August 2007.
  • IRS Guidance Allows Foundations and Donor-Advised Funds to Rely on Third Parties for Determination of Charity Status, Steve Leimberg’s Charitable Planning Newsletter, April 2007.
  • Charitable Limitations and Reforms of the Pension Protection Act, Part 2, Estate Planning, December 2006.
  • Charitable Limitations and Reforms of the Pension Protection Act, Part 1, Estate Planning, November 2006.
  • Donor Advised funds, Supporting Organizations, and Private Foundations – Impact of PPA 2006, Steve Leimberg’s Charitable Planning Newsletter, October 2006.
  • New Charitable Giving Incentives and Reforms Have Significant Impact on Donors and Charities, Steve Leimberg’s Charitable Planning Newsletter, October 2006.
  • PLR 200202032 Paints Picture of Success for Restrictions on Charitable Bequests of Art, Steve Leimberg’s Charitable Planning Newsletter, February 2006.
  • A Guide to the IRS Sample Charitable Remainder Trust Forms, Estate Planning, January 2006.
  • REG-111257-05 Regulations Linking Tax-Exempt Status and Excess Benefit Transactions, Steve Leimberg’s Charitable Planning Newsletter, October 2005.
  • Planning for Contributions to Foreign Charities by Individuals and Foundations, Estate Planning, July 2005.
  • Practical Charitable Planning for Employee Stock Options, Estate Planning, May 2005.
  • New Prop. Regs. On Distributions From CRTs Provide Opportunity, Estate Planning, April 2004.
  • Is a Basis Step-Up Available On Foundation Founder's Death?, Estate Planning, February 2004.
  • Planning for Donor Control and Other Strings Attached to Charitable Contributions, Estate Planning, September 2003.
  • Restrictions on Charitable Bequests of Art: Recent Ltr. Rul. Paints a Picture, Estate Planning, September 2002.
  • Responsible Person and Lender Liability for Trust Fund Taxes - Sections 6672 and 3505, BNA Tax Management, Inc., Portfolio No. 639
  • Compelled Production of Documents and Testimony in Tax Examinations, BNA Tax Management, Inc., Portfolio No. 123.

Articles / Court Cases Quoted as Expert / Opinion Pieces

  • Doing Well By Giving It Away, Wall Street Journal, July 6-7, 2013 (Quoted as Expert)
  • Nashville Symphony faces a future of unknowns, The Tennessean, June 9, 2013 (Quoted as Expert)
  • Expand Your Options For Charitable Giving, Kiplinger’s Retirement Report, Vol. 18, No. 12, December 2011. (Quoted as Expert)
  • ACLU Seeks Probe of How VA Manages Its West L.A. Site, Los Angeles Times, February 16, 2011. (Quoted as Expert)
  • Getting Personal: Ruling Shows Donor-Advised Funds Limited, Dow Jones Newswire, February 10, 2011. (Quoted as Expert)
  • Getting Personal: Shark-Fin Trusts Stir Tax Controversy, Dow Jones Newswire, February 8, 2011. (Quoted as Expert)
  • Foundations with a Limited Life, The New York Times, November 2010. (Quoted as Expert)
  • A Great Time for Giving, Bank Investment Consultant, December 2009.(Quoted as Expert)
  • Charity Bankruptcy Leaves Many Donors in Distress, The New York Times, November 2009. (Quoted as Expert)
  • Getting More Out of Giving Back, Boomer Market Advisor, August 2007. (Quoted as Expert)
  • Charitable Changes, Forbes, January 2007. (Quoted as Expert)
  • Princeton Case Puts Spotlight on Charitable Gifts with “Strings Attached”, Lawyers USA, January 2007. (Quoted as Expert)
  • New Tax Break Now Available got Older Savers in IRA Donations, The Baltimore Sun, December 2006. (Quoted as Expert)
  • Tennessee Division of the United Daughters of the Confederacy v. Vanderbilt University, In the Court of Appeals of Tennessee at Nashville, January 2005. (Article Cited by Court in Support of Opinion)
  • Tax Benefits on Donations Changing, Associated Press, June 2003. (Quoted as Expert)

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