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- Ten Charitable Planning Mistakes to Avoid
- This paper discusses ten charitable planning mistakes that tax practitioners should avoid in designing and implementing charitable trusts of different stripes. This paper highlights specific areas of the charitable planning process where mistakes seem to re-occur based on the authors' combined experiences as charitable planning consultants. By sharing real-life situations,...
- White papers 2002-07-25
- Charities and Insurance: "The Next Big Thing?"
- Tool or Boondoggle for Vendors? Charities and Financed Insurance, is it a tremendous endowment tool for qualifying charities or a boondoggle for venders doomed to failure ala Charitable Split Dollar? These questions are being asked about programs that combine donor's lives, funding vehicles, and the disconnect on mortality charges and...
- White papers 2004-05-20
- The Hazards of Unmanaged Life Insurance Policies
- Life insurance is so often seen as a mysterious black box - one that plays tricks and never completely reveals itself. Therefore, it is often not understood and, due to misconceptions, is often refused as a gift if offered. When a gift of life insurance is accepted by a charitable...
- White papers 2001-08-22
- Charitable Gifts of Life Insurance
- Life insurance is an excellent tool for making charitable gifts for a number of reasons. Life insurance provides an "Amplified" gift that enables one to purchase immortality on an installment plan. Through a relatively small annual cost the premium, a benefit far in excess of what would otherwise be possible...
- White papers 2001-10-03
- Innovative Strategies for Using Life Insurance in Charitable Giving
- Life insurance is traditional fare on the menu of planned gifts. Making a gift of a life insurance policy to one's favorite charity appeals to a variety of donors because it is a flexible, cost-effective, and in many cases tax-advantaged way to make a major gift that will benefit the...
- White papers 2004-03-10
- Stranger-Owned Life Insurance ("SOLI"): Killing the Goose That Lays Golden Eggs!
- The Treasury released the Bush Administration's Fiscal 2006 Revenue Proposals which include a provision that, if adopted, would impose a 25% excise tax on distributions from certain investor owned charitable life insurance contracts. This paper describes these plans and why they represent a "Dangerous and disturbing" trend. Stranger-Owned Life Insurance...
- White papers 2005-02-10
- Maximizing the Benefits From Your Gift Annuity Program
- Organizations issuing charitable gift annuities set aside, either voluntarily or subject to state law, a portion of the amount transferred in exchange for the gift annuity in a reserve fund for the purpose of satisfying the annuity payments. The problem is that in recent years, the low interest rate environment...
- White papers
Additional Resources
- Columbia Sportswear Company Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you sir. [Operator Instructions] Your first question come from the line of Bob Drbul. Robert Drbul - Lehman Brothers Hi, good afternoon, Tim. Timothy P. Boyle - President and Chief Executive Officer Hi, Bob. Robert Drbul - Lehman Brothers ...
- Earnings calls 2007-10-25
- Drumbeat: December 8, 2009
- Dark Side of a Natural Gas Boom DIMOCK, Pa. — Victoria Switzer dreamed of a peaceful retirement in these Appalachian hills. Instead, she is coping with a big problem after a nearby natural gas well contaminated her family's drinking water with high levels of...
- News items 2009-12-08
- DTN News: Lockheed Martin Receives $14.75 Million Award To Integrate Ku Band Messaging Interface With The MH-60R Helicopter
- DTN News: Lockheed Martin Receives $14.75 Million Award To Integrate Ku Band Messaging Interface With The MH-60R Helicopter *Source: DTN News / Lockheed Martin NSI News Source Info OWEGO, NY - December 9, 2009: Lockheed Martin [NYSE: LMT] has received a $14.75 million U.S. Navy contract...
- News items 2009-12-09
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