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Easy Steps To Begin Your Program
Starting a planned giving program? Here are a few basics.

Bruce DeBoskey highlights the role of Businesses and Business leaders in future philanthropy.

This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...
Understanding UPFIMA: Delegation of Management and Investment of Endowment Funds

David Wheeler Newman completes his explanation of the application of the Uniform Prudent Management of Institutional Funds Act(UPMIFA). In this second part, he discusses the selection of an agent and the monitoring and supervision of that agent.


Great insight into the reporting responsibilities of charities as well as the advisor's role in analyzing the potential viability of a donor's gift.


Finding lost or missing heirs is an important task. This interview with the head of provides useful tips for professionals and helps tell the pros from the cons.


In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

11 Nov 2015 | Compliance | National Publication, Richard L. Fox, Esq. | Article | 3 comments
What happens to your gift when the charity goes bust? That's the question that Richard Fox examines based on several recent cases.
Josh Patrick and Randy Fox discuss exit planning for business owners utilizing charitable strategies. Their discussion also delves into philanthropy in the family of the business owner.

There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000.  Philanthropic advisors play an important role in guiding these volunteer-driven nonprofits in the performance of...


Bruce DeBoskey faces down and de-mystifies the controversial subject of charity overhead.

Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.
Contributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.
Bryan Clontz presents a compelling analysis of disaster relief giving and presents some best practices for charities to consider for the future.
Non-Profits face many risk management issues. This articles provides a thorough overview of some of the risks and appropriate management responses to those risks.

Charitable expert Sue McEntee brings an interesting viewpoint to light, succession planning for charities.


Who will serve as the trustee, whether now or after you are unable to yourself?

A prudent approach to choosing may well consider: Which trustee has the attributes best suited to meet your needs?


While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...


Some trusts demand the service of a professional -- like blended families.

On the other hand, some trusts can be excellent opportunities for family members to serve. But how to determine whether a particular family member has what it takes?

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Recent activity

Charitable Planning CSI Style - Dissecting A Tax Return

Charities in Financial Distress: The Impact of Bankruptcy on Donor-Restricted Funds

Randy Fox Interviews Sue McEntee of Charitable Giving Resource Center on Non-Profit Succession Planning

Selecting your Trustee - Tasks and Attributes

Heard on the Web: Make Sure Your Board Complies With the New Form 990

A "Troublesome" Choice for the Helmsley Foundation?

ACGA and NCPG Condemn Sales Commissions on Gift Annuities

Understanding And Drafting Nonprofit Gift Acceptance Policies