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Charitable Gift Annuity Reinsurance: The Top Ten Frequently Asked Questions
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Bryan answers this and nine other follow-up questions that will help readers understand the applications, benefits and nuances of this valuable management tool.
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Charitable Gift Annuity NY Times Article 11-10-2010
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For retirees increasingly worried as interest rates on their savings accounts and money market funds have plunged below 1 percent…
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Buffett Tops 13 Biggest Donors Of 2012
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Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among America’s biggest philanthropists.
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Buffet's 'Well Lawyered' Estate Plan Saves Billions
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Warren E. Buffett’s plan to give away $37 billion to charity not only made him one of the most generous philanthropists, it helped him avoid one of the biggest personal tax bills in U.S. history.
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Boone Calls The Plays As Largess Complicates Life At Alma Mater
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Boone Pickens had outsize ambitions when he donated $165 million to transform athletics at his alma mater, Oklahoma State University, which had long played second string in football to the rival University of Oklahoma Sooners.
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Affair Of The Heart - Charitable Giving
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For Dick Taylor, this is a busy time of year. As a senior executive at a major insurance brokerage, he finds that year-end renewals keep him late in the office most nights.
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A Donor's Declaration Of Independence - Understanding Endowments
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From ‘The Chronicle of higher education’
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10 Things Advisors Need To Know About Charitable Giving
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Advisors consistently underestimate how important philanthropy is to their clients. Here’s what you need to know to avoid making the same mistake.
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Where Not To Die In 2013
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Think you don’t have to worry about estate taxes because of the new generous federal estate tax law?
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The Right Steps - When It Comes To Blended Families, Estate Planning Can Be A Special Kind Of Hell
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Families that include children from previous marriages often come with all sorts of complications.
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