A Year of Speculation
As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events...
Executive Decisions
Corporate executives who amass large amounts of company stock face some unique wealth-transfer challenges and opportunities. Large holdings of a single...
Willing Buyer, Willing Seller, Willing Donor
Given the current real estate market, some owners are feeling more charitably inclined than they used to be. The thought crossing their minds is something...
Philanthropy
The Internal Revenue Service and the courts have been very active this year in the charitable arena. There have been informal reports of increased audit...
Charitable Giving at Death
The federal estate tax is, in a sense, voluntary, because the estate tax charitable deduction allowed under Internal Revenue Code Section 2055(a) can...
Related Links
Charity Navigator
charitynavigator.orgFrom the website: Your Guide To Intelligent Giving—Founded in 2001, Charity Navigator has become the nation's largest and most-utilized evaluator of charities. In our quest to help donors, our team of professional analysts has examined tens of thousands of non-profit financial documents. As a result, we know as much about the true fiscal operations of charities as anyone. We've used this knowledge to develop an unbiased, objective, numbers-based rating system to assess the financial health of over 5,000 of America's best-known charities.
The Planned Giving Design Center
www.pgdc.netA national network of organizations that provide more than 23,000 members with information about planned giving and charitable. Includes an online planned giving calculator; discussion groups; member directory.
The Chronicle of Philanthropy
www.philanthropy.comFrom the website: "The Newspaper of the Nonprofit World." Includes a database of "America's Top Donors," a "Government and Politics Watch," a "Philanthropy Careers" database and more.
Forbes Magazine
www.forbes.com/finance/philanthropyIncludes a database of America's 200 largest philanthropies plus articles.
Philanthropy Roundtable
www.philanthropyroundtable.orgFrom the website: "The Philanthropy Roundtable is a national association of individual donors, foundation trustees and staff, and corporate giving officers. The Roundtable attracts independent donors who benefit from being part of an organization dedicated to helping them achieve their charitable objectives. In addition to offering expert advice and counsel, the Roundtable puts donors in touch with peers who share similar concerns and interests. Members of the Roundtable gain access to the full range of ideas and information on what does and does not work well in philanthropy."
Boston College Center on Wealth and Philanthropy
www.bc.edu/research/cwp/Includes a free newsletter, Wealth and the Commonwealth, which the website says will help readers "stay informed about the latest news, research and trends in the areas of wealth and philanthropy."
Philanthropy Committee
David Thayne Leibell (chair)
Wiggin and Dana LLPLaura H. Peebles
Deloitte Tax LLPRobert F. Sharpe
The Sharpe GroupRoger D. Silk
Sterling Foundation ManagementComplete list of the Trusts & Estates Editorial Advisory Board
