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Often, life changing events change one's giving perspective. We explore the opportunities in both victory and in loss.
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This view of how to spot opportunity probes understanding your client's values and beliefs in such a way that you understand their "...
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Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
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Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation.
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In our continued exploration of recognizing opportunities for giving, this article examines the effect of sudden life changes as a...
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This section of Opportunity Recognition views age and gender differences and the impact they have on the gift process.
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Collectors make great prospects for philanthropic planning if we know how to bring the discussion to them.
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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
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Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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Goodwill Hunting. Or hunting for goodwill. The asset of "personal goodwill" is often overlooked during the sale of a business interest. Since goodwill is a capital asset, overlooking it can cost the seller more in taxes. Helping sellers identify and plan for the...
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Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly...
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This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
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We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

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Author Bruce DeBoskey looks at the proposed tax legislation and its possible impact on American giving.

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We continue our journey of recognizing giving opportunities by exploring the tax return.
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This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...
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