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Charitable Gift Planning

Publications

Charitable Contributions of Restricted Stock, Options, and Similar Assets
Taxation of Exempts, July/August 2014
Authored by: Matt Clausen

Gift Acceptance Policies - Why, When, What, How and Who
Charitable Gift Planning News, Vol. 25/No. 3, March 2007
Authored by: Barbara Rhomberg

When Good Gifts Go Bad
The Journal of Gift Planning, 1st Quarter 2006
Authored by: Nancy A. Baker and Erik Dryburgh

The Lemonade Solution: Using the Charitable Grantor Lead Trust to Turn Underwater Stock into Something Sweet
The Journal of Gift Planning, 4th Quarter 2004
Authored by: Lynn McDowell and Erik Dryburgh

Congress Clamps Down on Charitable Deductions
Charitable Gift Planning News, Vol. 22/No. 10, October 2004
Authored by: Erik Dryburgh

Stock Options & Charitable Giving: Do They Mix?
The Journal of Gift Planning, Volume 4/No. 2, 2nd Quarter 2000
Authored by: Erik Dryburgh

The Overselling of Charitable Reverse Split-Dollar Insurance
Journal of Taxation of Exempt Organizations, July/August 1998
Authored by: Erik Dryburgh

Links

Partnership for Philanthropic Planning

American Council on Gift Annuities

The Northern California Planned Giving Council

Memos

An Introduction to the Law of Endowments

Creating a Charitable Remainder Trust

Appraisal Requirements


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