Planned Gift Blogspot

I have finally switched over to another blog format/website. I will no longer be posting on this site. Rather, all new posts will be on th...

Please check out this post on my new blog about the alleged Wealth Transfer. http://theplannedgivingblog.wordpress.com/ I am redirecting rea...

I struggle often about gift annuities ("CGA") - are they all they are cracked up to be (for nonprofits)? Even before the market cr...

Thanks to David Moss who forwarded this story to me from the New York Times. It is a must read for any fundraising professional who gets app...

For my firm (Changing Our World, Inc.), I just finished writing a white paper/introduction pamphlet on planned giving. Here is the link to ...

For those who are interested in my previous posts regarding Madoff and clawbacks against charities (check out Madoff posts) , here are some ...

Pretty depressing Monday morning when you find out that a very well respected tax lawyer, formerly from Ernst and Young ("E&Y"...