The following news articles were featured in our professional advisor e-newsletter. You can sign up now to receive our next professional advisor e-newsletter.

January 2008
Charitable Perspectives on Life Settlements


Life Settlements: The Concepts


Life Settlements and Charitable Giving


August 2007
$80 M in IRA Distributions to Charity! An IRA Charitable Rollover Update


Give Back with the Gift of Life Insurance or Charitable Deductions from IRAs


May 2007
Regulation of the Donor-Advised Fund: It May Not Be Over


Private Foundations and Donor-Advised Funds as Traveling Companions


December 2006
The Window is Still Open, But Fast Action is Required!


CICF and the PPA


The Pension Protection Act of 2006: What do individuals need to know about the complex provisions of this Act?


August / September 2006
Strategic Philanthropic Plans: How to Make Them Rewarding for Your Clients


Advising Your Client for High Impact Philanthropy


"Trifecta" Estate Bill Fails to Pass


April / May 2006
Matching the Charitable Gift with the Needs of the Donor


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