Tags » Gift Planning

Upstream Gifts to Your Parents. Potentially Significant Income (Estate) Tax Savings

This blog post is about the income tax benefit of you making gifts upwards (or upstream) to your older parents so that the gifted property will be includible in your parents’ estates at their death. 490 more words

Estate Planning

The Results Are In: A New Name for PPP

Over the past several months we have been talking a lot about shifting the strategic direction of the organization and addressing a rebrand, a new website and even a new name to support those changes now underway. 226 more words


Interprofessional Teamwork: Core Competencies for Planned Giving

Improve Your IQ (Interprofessional Quotient)—Be A Team Planner

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest… 346 more words


The Journey to a New Brand

Rebranding an organization doesn’t always have to be so serious, it can be fun and exciting, too. At least, that is how I’ve looked at the process thus far.” Sarah Rosenberger, PR & Marketing Manager… 539 more words


Personalized Philanthropy Across the Disciplines: Planning for High Capacity Clients and Donors

The National Conference on Philanthropic Planning is a meeting place for all the advisors who sit around the planning table. Steve Meyers, Phil Cubeta and Tim Belber got together to present an approach to blended giving that makes sense to donors and their estate and financial planners and creates immediate impact for the organization receiving the gift. 374 more words


[#PPPrebrand] What We've Learned From Our Members

“I am eager to share some of our research findings with you, but first I want to assure our members that this rebrand is not just a new name and logo… it’s so much more.”  Mollie Toland- PPP Membership Director… 727 more words


Forever Change the Way You Plan Trips: Mapping Donor Data

Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. 261 more words