• Charitable Giving Tip Checklist August 28th, 2010
• Charitable Planning Through Economic Turmoil July 23rd, 2009
• Charitable Remainder Trusts August 5th, 2008
• Caritable Deduction Basics August 4th, 2008
• Gift Planning Tips and Techniques July 23rd, 2008
• Charitable Gift Annuity-- are they for you? July 21st, 2008
• Help Charity and Grandkids June 23rd, 2008
• Preserving Chartiable Intent June 23rd, 2008
• Contributions Don't Have to be reduced if you receive insubstantial gifts June 23rd, 2008
• Charitabal bequests must follow the rules to be deductable June 20th, 2008
• Be a charitable Big Shot June 20th, 2008
• Charitable Remainder Trusts August 6th, 2007
• Charities Can Give Insubstantial Gifts to Donors Without Affecting Contribution Deduction July 31st, 2007
• Charitable Lead Trust July 2nd, 2007
• Barnes Foundation Case Teaches Charitable Giving Lessons March 12th, 2007
• Charitable Remainder Trusts June 11th, 2006

• Charitable Giving to Accomplish Client Personal Goals (16:56) September 26th, 2010
• charitable gift annuities (6:24) July 23rd, 2008
• Making a Bequest Work, the Barnes Foundation Case (4:18) March 29th, 2007
• Charitable Deductions – Basics Part II (5:27) September 29th, 2006
• Charitable Deductions – Basics Part I (6:06) September 29th, 2006
• Charitable Remainder Trusts (5:00) September 11th, 2006

• Gift Planning Tips & Techniques February 10th, 2008

• Charitable Planning Through Economic Turmoil December 6th, 2009

• Inter Vivos Charitable Lead Annuity Trust June 11th, 2006

Forming a Charity

December 3rd, 2009

Forming a Charity: How do I form an unincorporated association for a charitable purpose. Total annual income of $5000 or less. Read the Answer…

How to proceed with Widow

December 3rd, 2009

We have a volunteer that lost her husband to complications of Multiple Sclerosis last year. She has indicated through direct mail that she plans to leave our organization in her will. She is moving on with her life but remains involved. I need to make a visit - should I mention her estate? Read the Answer…

Funding a Perpetual Gift

December 3rd, 2009

My organization is trying to put a financial assistance program in place. We don't have definite figures, but I anticipate needing about $100,000 per year to fully fund the program. What is the best way to fund this - an endowment maybe? Based on what is needed per year, what is the base amount that will be needed to create a "perpetual" fund? Read the Answer…

Potential donor scenario

December 3rd, 2009

The prospective donor I am speaking with is age 78, and is living with Multiple Sclerosis. His wife is age 70+ and suffers from Alzheimer’s disease. They have two adult sons with families of their own. The donor has informed us that his long term goal is to leave the National Multiple Sclerosis Society somewhere between $50,000-100,000 (he says the kids don’t need it). He also plans on leaving a donation to an Alzheimer’s’ organization. What would be the best path? Read the Answer…

Planned Giving

December 3rd, 2009

A mid 30's mother of five, had a grandmother with MS, and wants to significantly donate to the National Multiple Sclerosis Society (NMSS). Her and her husband have limited funds to donate as a one-time gift because of obligations to raising their family. What would be an affordable deferred gift that could make a real difference? Read the Answer…