https://calfund.pgdc.com/pgdc/feed en IRA Charitable Rollover - A Gold Mine with a Trap https://calfund.pgdc.com/pgdc/ira-charitable-rollover-gold-mine-trap <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">IRA charitable rollovers are now a permanent part of the tax law. There is at least one little known caveat that you must be aware of in order to protect your clients and donors from adverse consequences.</span></p> <div style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;"> <div class="m_1764926257004086499gmail_signature" data-smartmail="gmail_signature" dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/ira-charitable-rollover-gold-mine-trap" title="Read the rest of IRA Charitable Rollover - A Gold Mine with a Trap." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/dennis-walsh-cpa">Dennis Walsh, CPA</a></li> </ul></div> https://calfund.pgdc.com/pgdc/ira-charitable-rollover-gold-mine-trap#comments Income Tax Dennis Walsh, CPA Thu, 19 Jul 2018 10:22:52 +0000 randy a. fox 1018585 at https://calfund.pgdc.com CGNA: Chapter 6 - Life Insurance, Advanced - Part 2 of 3 https://calfund.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-2-3 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">We continue with advanced uses of life insurance in making charitable gifts.</span> <span class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-advanced-part-2-3" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Advanced - Part 2 of 3." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://calfund.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-2-3#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 17 Jul 2018 11:13:37 +0000 randy a. fox 1018550 at https://calfund.pgdc.com Community Foundations are key partners in achieving U.N. goals https://calfund.pgdc.com/pgdc/community-foundations-are-key-partners-achieving-un-goals <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">How Community Foundations help fill the UN's global agenda for improvement.</span></p> <div style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;"> <div class="m_3688382875931700240gmail_signature" data-smartmail="gmail_signature" dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/community-foundations-are-key-partners-achieving-un-goals" title="Read the rest of Community Foundations are key partners in achieving U.N. goals ." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> https://calfund.pgdc.com/pgdc/community-foundations-are-key-partners-achieving-un-goals#comments General Tue, 17 Jul 2018 10:44:05 +0000 randy a. fox 1018549 at https://calfund.pgdc.com 7520 Rate for July Stable at 3.4% https://calfund.pgdc.com/pgdc/7520-rate-july-stable-34 <!--paging_filter--><p>For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for July 2018 is 3.4%; same as June. <span class="read-more"><a href="/pgdc/7520-rate-july-stable-34" title="Read the rest of 7520 Rate for July Stable at 3.4%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://calfund.pgdc.com/pgdc/7520-rate-july-stable-34#comments Revenue Rulings Wed, 27 Jun 2018 13:39:04 +0000 melody.griffin 1018416 at https://calfund.pgdc.com CGNA: Chapter 6 - Life Insurance, Advanced - Part 1 of 3 https://calfund.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-1-3 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">We conclude our series on gifts of life insurance with more advanced ideas and explanations.</span> <span class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-advanced-part-1-3" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Advanced - Part 1 of 3." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://calfund.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-1-3#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 27 Jun 2018 13:33:23 +0000 randy a. fox 1018415 at https://calfund.pgdc.com IRS and Other News from Around the Web https://calfund.pgdc.com/pgdc/irs-and-other-news-around-web-90 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">Lots of news percolating on the web from Venture Philanthropy to Old Masters, and more.</span> <span class="read-more"><a href="/pgdc/irs-and-other-news-around-web-90" title="Read the rest of IRS and Other News from Around the Web." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://calfund.pgdc.com/pgdc/irs-and-other-news-around-web-90#comments General Wed, 27 Jun 2018 13:10:03 +0000 randy a. fox 1018414 at https://calfund.pgdc.com Late-in-Life Philanthropy: How to Leave Your Mark That Will Last For Generations https://calfund.pgdc.com/pgdc/late-life-philanthropy-how-leave-your-mark-will-last-generations <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">Much giving begins late in life. this article provides helpful guidance on logical steps to follow.</span> <span class="read-more"><a href="/pgdc/late-life-philanthropy-how-leave-your-mark-will-last-generations" title="Read the rest of Late-in-Life Philanthropy: How to Leave Your Mark That Will Last For Generations." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://calfund.pgdc.com/pgdc/late-life-philanthropy-how-leave-your-mark-will-last-generations#comments General Wed, 27 Jun 2018 13:01:10 +0000 randy a. fox 1018413 at https://calfund.pgdc.com CGNA: Chapter 6 - Life Insurance, Intermediate https://calfund.pgdc.com/pgdc/cgna-chapter-6-life-insurance-intermediate <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">We take a deeper look at charitable gifts of life insurance.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-intermediate" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Intermediate." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://calfund.pgdc.com/pgdc/cgna-chapter-6-life-insurance-intermediate#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Thu, 21 Jun 2018 12:26:44 +0000 randy a. fox 1018357 at https://calfund.pgdc.com Year End Giving and the New Tax Law. What will it look like? https://calfund.pgdc.com/pgdc/year-end-giving-and-new-tax-law-what-will-it-look <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">Now that we've had some time to digest the TCJA, here's some ideas for charitable planning that will take advantage of the new law.</span> <span class="read-more"><a href="/pgdc/year-end-giving-and-new-tax-law-what-will-it-look" title="Read the rest of Year End Giving and the New Tax Law. What will it look like?." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/two-hawks-consulting">Two Hawks Consulting, LLC</a></li> </ul></div> https://calfund.pgdc.com/pgdc/year-end-giving-and-new-tax-law-what-will-it-look#comments Two Hawks Consulting, LLC Thu, 21 Jun 2018 11:05:30 +0000 randy a. fox 1018356 at https://calfund.pgdc.com U.N.'s development goals are a roadmap for powerful donor impact https://calfund.pgdc.com/pgdc/uns-development-goals-are-roadmap-powerful-donor-impact <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">For those seeking inspiration on what parts of the world need philanthropic dollars, DeBoskey highlights the U.N. initiatives as guidance.</span> <span class="read-more"><a href="/pgdc/uns-development-goals-are-roadmap-powerful-donor-impact" title="Read the rest of U.N.&#039;s development goals are a roadmap for powerful donor impact." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> https://calfund.pgdc.com/pgdc/uns-development-goals-are-roadmap-powerful-donor-impact#comments Bruce DeBoskey, Philanthropic Strategist Thu, 21 Jun 2018 10:58:53 +0000 randy a. fox 1018355 at https://calfund.pgdc.com