New York State’s Attorney General has made it clear that nonprofit organizations need to show good-faith compliance with NYPMIFA or face serious consequences.

 Among all of the variables created by the Tax Relief Act of 2010, one yet to be addressed in this blog is a much improved environment for Charitable Lead Trusts.
Normally, I cringe at hearing anyone …

As the dust settles over the unexpected, and somewhat shocking, estate and other tax law changes thrust upon us in December 2010, the nonprofit fundraising world now has figure out  what does it all mean …

Among the multitude of items included in the Tax Relief Act, signed into law by President Obama on December 17th, was an extension of the Charitable IRA Rollover provision through the end of 2011.
The tax …

As a follow-up to my previous piece about the opening of Roth IRA conversions to higher income levels ($100,000+ AGIs) and the potential for increased charitable giving as a result, I thought it was important …

The fundraising world has to take notice when new laws impact trillions (yes, trillions) of dollars of the savings of potential donors.
This is exactly the situation with the new 2010 Roth IRA Conversion rules.
Taking a …

Let’s start over again. Planned giving professionals should always be on the lookout for new tax planning opportunities to encourage giving – during life or in one’s estate. Are there any opportunities here – with the estate tax repeal of 2010 – for gift planners?