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Recent Commentary
How to Talk to Prospects: Negotiating the Major and Planned Gift
This article addresses how easily gift planning options and ideas can be included in a marketing plan and then into each conversation with likely prospects, not just the super wealthy you've already identified. The misguided belief that you need to be technically proficient before you bring up planned giving is squashed; it is not a concern so long as you have experts in the wings to call in for the relatively few complex arrangements you may be lucky enough to experience. Lots of donor stories highlighting conversations that introduce gift planning concepts are included.
DAF Sells Corporate Stock to Donor's Son
Intra-family transfer of closely held stock through donor advised fund avoids recognition of gain.
Rate for Charitable Calculations Rises to 4.8%
In Rev. Rul. 2026-6, the Service announced the Section 7520 rate for March will rise to 4.8%. The average rate for 2025 was 4.95%, while the average rate for 2026 is 4.67%.
Funding a CRT with Appreciated Assets from a CLT-
In this case study, donors fund a charitable remainder unitrust with a portion of the remainder they receive from a testamentary charitable lead annuity trust.