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Biography

Frank Minton is a thoroughly accomplished planned giving expert. Frank founded Planned Giving Services, a consulting firm that built an exceptional national reputation and was acquired by PG Calc in August 2005.

Before entering consulting in January 1991, he spent ten and one-half years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. Previously, he served as Senior Estate Planning Officer and Field Director at Northwestern University, and was for six years a professor at Muskingum College in Ohio. He received M.A. and Ph.D. degrees from the University of Chicago.

Dr. Minton has played a most critical role in shaping the planned giving industry as we know it today. He has served both as conference chair and President of the National Committee on Planned Giving, a nationwide organization of gift planning professionals (now known as the Partnership for Philanthropic Planning). In 1992, he received its Distinguished Service Award. He is an extensively recognized expert on gift annuities and has served as Chair of the American Council on Gift Annuities. In 2012, he received a Lifetime Achievement Award from the ACGA. He has also received a CASE (Council for the Advancement and Support of Education) Distinguished Service Award, the David Donaldson Distinguished Service Award from the Planned Giving Group of New England, The Russell Kohr award from the Chicago Planned Giving Council, and the Distinguished Service Award from the Washington Planned Giving Council.

Commentary

Gifts, Conversions, and Sales of Income and Annuity Interests

Thursday, October 11, 2007

In recent years, there have been a number of PLRs concerning what can be done with income interests in CRTs and PIFs, as well as annuity interests in CGAs. These have been prompted by the increasing interest of charities, donors, and their advisors in such transactions. Yet many gift planners (both planned giving officers and allied professionals) are unsure of what to do when these situations arise. This article fills a need for systematic and clear information on the possibilities, the tax implications, and the procedures.

Twenty Challenging Gift Annuity Questions

Friday, September 30, 2005

This article addresses the more difficult questions that arise in the operation of a gift annuity program. Some questions concern technical issues, such as whether annuity payments can be made to a trust, while others pertain to determination of the payments and tax consequences when real estate and other complicated assets are contributed. Finally, programmatic matters, such as identifying and dealing with problem annuities, adopting a spending policy, negotiation of rates, and implications of reinsurance, are explained.