Planned Giving - a place to discuss and network in planned giving

Planned Giving

a place to discuss and network in planned giving

Planned Giving is a social network

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Notes

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Welcome to Notes.

Created by Eric Swerdlin May 29, 2008 at 2:22pm. Last updated by Eric Swerdlin Nov 17, 2009.

Once you join this network, think about adding your local council as a Group below. That way, your local members can have a "sub-network" with this network. I started the PGGGNY one as a sample below.

Created by Eric Swerdlin Nov 16, 2009 at 11:37am. Last updated by Eric Swerdlin Nov 16, 2009.

advertising free!

once we prove the viability of the network, I intend to have the advertising removed.

Created by Eric Swerdlin May 29, 2008 at 4:24pm. Last updated by Eric Swerdlin May 29, 2008.

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Latest Activity

Anne DeVivo DeMesa updated their profile photo Aug 20, 2010

Anne DeVivo DeMesa is now a member of Planned Giving Aug 20, 2010

Welcome Them!

Maria Carolina Camargo Chirhart is now a member of Planned Giving Jul 20, 2010

Welcome Them!

Viken Mikaelian updated their profile May 24, 2010

Blog Posts

New resource for gift planners

I wanted to share with everyone a new resource that Stelter’s rolling out for gift planners nationally, Bestow (www.bestowcommunity.com). Bestow is a community space for those of us with a passion for nonprofit fundraising (in general) and a mission to cultivate planned gifts (in particular). On the site you’ll find relevant news and events, vote-worthy ideas, the latest research, and information on projects that are already achieving…

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Posted by Nathan A. Stelter on February 24, 2010 at 10:00am

a couple of items of interest

two items recently posted to https://charitableplanning.com/
1461169.pdf
1461272.pdf

Posted by Russell A. Willis III on December 1, 2009 at 2:49pm

priority guidance plan

http://www.irs.gov/pub/irs-utl/2009_-_2010_priority_guidance_plan.pdf cpc_1416103-1.pdf
lots of interesting stuff here

Posted by Russell A. Willis III on November 25, 2009 at 2:09pm

Charity Bankruptcy Leaves Many Donors in Distress NY Times Nov 12-09

November 12, 2009

By DEBORAH L. JACOBS

A CAUTIONARY tale for donors who entered into two time-tested, long-term giving arrangements — charitable gift annuities and donor-advised funds — has emerged from bankruptcy court.

At the National Heritage Foundation, 9,000 donor-advised funds totaling $25 million in value were wiped out under a reorganization plan approved on Oct. 16 by the Federal Bankruptcy Court for the Eastern District of Virginia, in Alexandria. The… Continue

Posted by Eric Swerdlin on November 21, 2009 at 5:05am

Dec Sec. 7520 rate

Dec Sec. 7520 rate is 3.2%

Rev. Rul. http://www.irs.gov/pub/irs-drop/rr-09-38.pdf

Posted by Eric Swerdlin on November 18, 2009 at 7:57am

Charitable Lead Trust Planning in a Down Market

Russell A. Willis III posted a .pdf copy of something he wrote for the local business journal awhile back. copyright is his, so you can use it with attribution.

pbj4.pdf