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25 Jul 2013 | ArticleIn today's challenging fundraising environment many community foundations and other nonprofit organizations strive to work with attorneys, accountants, and wealth advisors with the hope... Read more »
27 Jun 2013 | Group NewsDid you know the Planned Giving Design Center offers a customized, branded version of PGDC.com that helps charitable organizations educate and reach out to professional advisors in their communities... Read more »
Lesley Grady, senior vice president of Community Partnerships, shares her perspective in this week's Thought Leadership column. We believe in the power of philanthropy to change communities. Each... Read more »
The Philanthropic Advisor Leadership Institute (PALI) in 2014 will welcome its fifth class of approximately 20 professionals from the fields of accounting, financial services, insurance, law and... Read more »
We recently asked readers to send us short pieces about favorite places in Maine. As contest judge Donna Gold, writer and editor of COA, the magazine of College of the Atlantic, noted, reading the... Read more »
The Maine Community Foundation hired an Information Systems summer intern, Colby Tucker, through Project>Login, a program designed to increase the number of computer-smart college graduates in the... Read more »
8 Apr 2014| The Community Foundation for Greater AtlantaAlicia Philipp, president of The Community Foundation for Greater Atlanta, shares her perspective in this week's Thought Leadership column. We believe in the power of philanthropy to change... Read more »
8 Apr 2014| University of Montana FoundationThroughout April, University of Montana employees from across campus will be promoting the power of giving and sharing the importance of private support for UM.The UM Faculty and Staff Giving... Read more »
On Friday, the IRS issued guidance on how to apply the Windsor same-sex marriage decision to qualified retirement plans. Here's what you need to know. Read more »
The recently enacted 2014-2015 New York State budget has made significant changes to New York's estate tax law. The new legislation can be considered a "win" for estates valued between... Read more »
8 Apr 2014| Maine Community FoundationWhat does the Human Development Index tell us about the U.S.? Better health, educational attainment, and income allow us to lead fuller lives. Read more »
The law's good faith principle has traditionally regulated legal relationships, such as the contractual relationship. Equity's more intense fiduciary principle has generally regulated equitable...
Charitable remainder trusts are back! This according to attorney and PGDC contributing author David Wheeler Newman of Mitchell, Silverberg & Knupp, LLP. Read on to see why CRTs are enjoying...
"Transforming Philanthropy Through Collaboration" is Theme for 2013 Advisors in Philanthropy ConferenceThis may be one of the few times that what happens in Vegas will not stay in Vegas. From April 24, 2013 to April 26, 2013, one of the most inspiring philanthropic conferences will take place at...
Professor Brian Tamanaha's new book, Failing Law Schools, does a good job of explaining why borrowing to obtain a lower tier law school education has become a bad deal for all too many, but...
Unless the fiduciary issues and the representation issues in a trust dispute are properly sorted out in advance, there is a very real risk that an ill-considered rush to mediate or arbitrate will...
The Interest on Lawyers Trust Account Scheme (IOLTA): Could the medical profession get away with fleecing patients this way?It is coming on a decade since the U.S. Supreme Court ruled that the IOLTA scheme constitutes a collective taking by the state of the property of clients. Still the scheme continues. Nothing has...
Next year, 2013, marks the 20th anniversary of the judicial/political resolution of the final controversy over the administration and disposition of a certain Massachusetts-sited trust established...
Could the Myriad Codifications of Aspects of the Law of Trusts Culminating with the Uniform Trust Code (2000) Be Doing More Harm than Good?Though the trust is a judge-made creature of equity, the last eighty years have seen numerous rounds of uniform legislation codifying various aspects of the law of trusts, beginning with the Uniform...
Since the 1960s, the trust has been under attack on two fronts in the American law school. First, the traditional Trusts course has been down-graded to elective status, a misguided curricular “...
Charles E. Rounds Jr, Fiduciary Consultant | Article | 2 commentsLaw Schools No Longer Adequately Equip Their Students To Think Like Lawyers: The Unintended Consequences of Decontextualizing ContractsThe process of paralegalizing the American legal academy is now complete. It was inevitable. A course in Contracts does not a complete lawyer make. The curricular marginalization of two of the other...
Advisors who don't provide philanthropic advice are missing a big opportunity. Here are the top ten things to consider in the philanthropic planning process.
For high-net-worth individuals with substantial charitable commitments, managing their giving is a key part of their financial strategy. Betsy Brill, president of Strategic Philanthropy,...