3 May 2016

Prince’s Other Legacy (Hint: It’s Not His Music)

The recent death of music superstar Prince has generated considerable amounts of press, as often happens when celebrities pass away prematurely and under mysterious circumstances.
19 Apr 2016

Should You Tell Charities About Your Planned Gift?

I recently spoke with a client who had named two charities as beneficiaries of her IRA.  
1 Mar 2016

Why We Must Stand Up Against Philanthropy-Bashing

Another mega-gift announced.  Another article disparaging the gift and criticizing the donor and the recipient organization.  We’ve seen this movie before.  
16 Feb 2016

What’s In a Name? Three Tips for Your Next Naming Opportunity Gift

In the second episode of the new Showtime series Billions, lead character / billionaire hedge fund manager Bobby Axelrod (played by Damian Lewis) visits with the head of a prestigious venue named Ellis Eads Hall
7 Oct 2015

Don’t Wait for the Fed – Raise Your Own Rates with a Gift Annuity

The Federal Reserve has kept interest rates near zero since December 2008, hurting savers who have become accustomed to savings accounts paying next to nothing.  Speculation is rampant over when the Federal Reserve might raise rates again:
30 Sep 2015

When Giving Feels Right: I Second That Emotion

There are some songs that, when I hear them, immediately make me well up with emotion for various reasons: Super Trouper by ABBA (killer harmonies always get me); the entire Travis album The Man Who (reminds me
3 Aug 2015

Enforceable Gift Pledge Redux: Foundation Suing Donor’s Estate

In my last post, I wrote about the pros and cons of signing an enforceable gift pledge.  Now comes word of a case in California involving a gift pledge that was rescinded.
16 Jul 2015

Should You Sign an Enforceable Gift Pledge?

Charities love them.  Donors, not so much.  The enforceable pledge is a double-edged sword, with advantages and disadvantages to charity and donor alike. As a generous donor who is bound to be solicited for a major gift
9 Jul 2015

In Defense of a $400 Million Gift – A Fundraiser’s Perspective

When Harvard announced that billionaire John Paulson had made a $400 million gift to name the university’s School of Engineering and Applied Sciences, you would think that the philanthropic community would applaud such a mega-gift.
9 Jun 2015

Selling Your Business Using a CRT? Beware the Pre-Arranged Sale

When you’re a charitably-inclined business owner on the verge of selling your business, adding a philanthropic component to the transaction can be a powerful strategy to reduce taxes due on the sale — unless you and your