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The Motley Fool October 1, 2004	Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts.
The Motley Fool November 9, 2006	Capital Gains on Gifts How do capital gains work on stock received as a gift?
The Motley Fool December 6, 2004	Gift Stock and Capital Gains Gift-giving season is around the corner, as is the end of the year, with all its tax effects. So now is a good time to consider what happens, taxwise, to gifts of stocks.
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood	Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations.
Registered Rep. September 9, 2010 Richard A. Behrendt	Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity.
Financial Advisor September 2006 Beck & Leibell	Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood	Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work.
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
Registered Rep. February 4, 2015 Jason Smolen	Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax.
AFP eWire April 19, 2011 Michael J. Rosen	Five Common Myths About Planned Giving These myths can lead organizations to take no action or to take the wrong action where planned giving is concerned. Here are five common myths rebutted.
AFP eWire February 18, 2014	Major Gifts for Small Shops: The Major Gifts Challenge Amy Eisenstein has helped small and large nonprofits alike raise millions of dollars through major gift and capital campaigns, board development, annual fund campaigns, direct mail, and planned gift solicitation.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 2 To use inherited money wisely, you have to consider your own needs. However, you also have to look at your parent's wishes and any specific conditions on your inheritance.
AFP eWire January 12, 2009	Written Appeals: Imaginative Ways to Ask Donors to Give More Caught in a rut with how you make the "ask" in your appeal letters? Want to encourage annual fund donors to give more? Here are some effective strategies.
The Motley Fool October 21, 2005 Roy Lewis	Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family.
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
On Wall Street October 1, 2011 Jones & Luscombe	Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
The Motley Fool July 7, 2006 Dan Caplinger	Giving Until It Helps Planning a gift to charity can make a good thing even better for investors.
The Motley Fool December 10, 2004 Roy Lewis	Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works.
The Motley Fool April 22, 2005 Roy Lewis	How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses.
Registered Rep. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
The Motley Fool March 13, 2006	Selling Stock Without Records What do I do if I'm selling some stock and don't have a record for tax purposes of what I paid for it years ago?
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson	Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market.
Investment Advisor December 2006 Susan L. Hirshman	Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients.
The Motley Fool November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
Registered Rep. June 2, 2015 Carol Kroch	Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications.
AFP eWire July 23, 2007	New Ideas about Donor Motivation New research has both confirmed and shaken up some long-standing tenets of fundraising and why people give.
AFP eWire March 16, 2010	The Untapped Potential of Matching Gifts Are you actively spreading awareness of matching gift opportunities among your donors?
The Motley Fool July 7, 2006 Dan Caplinger	Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you.
The Motley Fool October 31, 2007 Dan Caplinger	It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving.
AFP eWire December 18, 2012 Laura Kalick	Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year.
AFP eWire August 11, 2008	IRS Shares New Proposed Rules for Charitable Gift Deductions The IRS proposed new guidelines on Thursday, Aug. 7, that define its requirements for documenting the value of cash and noncash gifts submitted as tax deductible.
Financial Planning September 1, 2012 Martin Shenkman	Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
Registered Rep. May 4, 2011 Jerry Gleeson	Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days.
AFP eWire December 18, 2006	Reminder: Tax Treatment of Cash Donations Fundraisers should remember that there are new rules regarding the treatment of cash donations for deduction purposes.
Financial Planning February 1, 2012 Deena Katz	Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it.
On Wall Street September 1, 2009 Martin Shenkman	Ingenious Ways to Keep Giving When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. But today, you need to show clients that with a little ingenuity, they can still give generously.
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson	A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?
The Motley Fool September 28, 2006 Dan Caplinger	Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve.
AFP eWire December 11, 2006	IRS Issues Guidance on Payroll Deduction Contributions to Charities For charitable contributions made via payroll deductions, the IRA is requiring two documents to substantiate the gift and satisfy this requirement.
The Motley Fool December 15, 2006 Mary Dalrymple	Holiday Panic Attack? Shopping at the last moment can lead to some financial peril, if you're not careful. Here are some ideas for keeping your head while doing your last-minute shopping.
AFP eWire May 27, 2008	Seeing Eye-to-Eye with Your Donor's Financial Adviser There are ways to collaborate with a financial adviser to fulfill the donor's goals of having a solid financial plan and making a lasting contribution to a favorite charity.
AFP eWire October 26, 2010	Essential Elements of a Fundraising Letter Five tips for crafting a successful fundraising letter.
The Motley Fool January 6, 2010 Dan Caplinger	If You Think the Market's Doomed, Do This Now Charities need your help now more than ever, and giving can help you as well.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
Financial Planning March 1, 2013 Martin Shenkman	Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
AFP eWire September 5, 2006 Robert E. Carter	Quick Tips: Nine Guidelines for Gift Recognition Here are nine tips to help fundraisers ensure their gift recognition policies are effective and maximize the donor cultivation process.