Category Archives: Charitable Gifts/Planned Giving

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Starting the Philanthropic Conversation

One of my favorite quotes regarding charitable giving is this statement by Bill and Melinda Gates in their Giving Pledge letter: We have been blessed with good fortune beyond our wildest expectations, and we are profoundly grateful.  But just as these gifts are great, so we feel a great responsibility to use them well. . … Continue Reading

Connecting Children with Charity: Paper Cranes for Japan

As parents, we have the opportunity to teach our children compassion and empathy, to expand their perspective of the world, and to instill in them a sense that they have the power to make the world a better place.  Estate planning is an opportunity to continue this teaching process.  As Silicon Valley attorney John Hopkins says, when parents leave a portion … Continue Reading

Budget Calls for Congress to Do Away with 2010 Estate Tax Repeal

This week, the House and the Senate approved the concurrent budget resolution for fiscal year 2010.  The budget calls for a permanent extension of the 2009 federal estate tax levels — in other words, a $3.5 million federal estate tax exemption per individual and a 45% top federal estate tax rate.   The budget also calls on … Continue Reading

Building an Endowment & Planned Giving in a Recession

I was in San Diego yesterday to give a presentation to the Board of Directors of Employment & Community Options, a public charity that provides employment services for disabled adults in multiple counties in California.  The presentation focused on endowment building and planned giving.  We discussed why an endowment is key to the survival of a charity — … Continue Reading