Strategies, tools and tips for more effective philanthropy.

A National Report Card: The 2013 Survey of Gift Annuities

  • Mar 31, 2014

    The IRS "Won’t Rule" List—Updated

    Every year, the Internal Revenue Service updates the list of topics on which it will: (1) not issue rulings, (2) ordinarily not issue rulings, and (3) not issue rulings because the issue is under extensive study....More
  • Feb 24, 2014

    Charitable Remainder Trust Early Termination Capital-Gain-Avoidance Plan Quashed

    Conrad Teitell discusses the implications of the new proposed regulations...More
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