Articles
PG Calc Featured Article
The New Tax Law: A Summary for Gift Planners (pdf)
On December 16 , the U.S. House of Representatives passed, unamended, the
compromise tax bill that was passed by the U.S. Senate a few days earlier. President
Obama signed the bill into law on December 17....
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Planned Giving Today
253 Gift Annuities and Counting (pdf)
(Reproduced with permission.)
BY FRANK MINTON
Manuel Alarid funded his frst gift annuity April 22, 1993, with a contribution of $1,000. Fifteen years later on May 1, 2008, he funded his 253rd gift annuity with a contribution of approximately $20,000. By the time this article is published the number may well have increased. Mr. Alarid has been establishing one or two annuities every month.
All of them are with the Society of the Divine Word, a Catholic charity located in the Chicago area....
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Planned Giving Today
Charitable Gift Annuities: What
They Are and How They Work (pdf)
BY FRANK MINTON
(Reproduced with permission.)
Mildred K admired good writing and could turn a phrase herself. That is why she dreamed of providing fellowships to students in the creative writing program at the local university. However, she needed all of her investment income for living expenses. Indeed, if she were to remain in her condominium she would soon require more income to pay for domestic help....
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PG Calc November 2010 Featured Article
Gift Annuities and the 10% Deduction Requirement (pdf)
In early 2009, we started to get calls from clients who were seeing a warning message when they ran a gift annuity
illustration in Planned Giving Manager (PGM)....
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