Charity Advisor Resource Newsletter Archive

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CAR Newsletter Volume 1.1 - 2009

In This Issue:

Featured Article - What's Hot Now - Charitable Lead Trusts in a Low Interest Rate Environment

Technical - Charitable Lead Trust - Part 1 - CLTs and Discount Planning

Fundamentals - Charitable Lead Trusts - Part 1

Solicitations Corner - Hawaii Adopts Registration Requirement Starting March 1, 2009

CAR Newsletter Volume 1.2 - 2009

In This Issue:

Solicitations Corner - Myth Buster - So you mean schools must register in states other than the state in which it resides!

Technical - Charitable Lead Trusts - Part 2 - CLUT v CLAT; Inter Vivos v Testamentary CLT; Ghoul CLT

Fundamentals - Charitable Lead Trusts - Part 2

Some Happenings -
Jon on Radio Show
Maryland adopts UPMIFA
Maryland adopts pet trust
IRS Dirty Dozen

CAR Newsletter Volume 1.3 - 2009

In This Issue:

Hot Topic - Gold as a Hot Topic Today

Technical - Charitable Contribution Deduction - Part 1 - Income Tax Issues (& Gold)

Fundamentals - How Does a Donor Own Gold?

Solicitations Corner & Some Happenings -
Misleading request for form filings
Income tax deduction challenged for a gift to private foundation
Margin debt on UBI
Proposed Regulations issued on Type III Supporting Organizations

CAR Newsletter Volume 2.1 - 2010

In This Issue:

Featured Article - Really? ... Estate Tax Repeal - What's Next for Charitable Gift Planning

Technical - Charitable Contribution Deduction - Part 2 - Income Tax Issues (& Gold)

Fundamentals - Charitable Lead Trust - Part 3

Solicitations Corner & Some Happenings -
Small Charities Last Chance to Avoid Revocation
MD Adopts Jointly-Owned Property Creditor Protection & Revocable Trust
MD Adopts New Uniform Power of Attorney Act
The Effect of the Economy On the Nonprofit Sector

CAR Newsletter Volume 3.1 - 2012

In This Issue:

Announcing G3 - Get Good Governance

Featured Article - Charitable Lead Trust in 2012 - Same As It Ever Was ... But Better! (Part 1)

Fundamentals - Nonprofit Governance (Part 1)

Some Happenings -
Tax provisions in Obama 2013 Budget
April 26, 2012 Hearing on Expiring Tax Provisions
Nonprofit Governance - Lois Lerner, IRS Director, Exempt Organizations, Speaks Out

CAR Newsletter Volume 4.1 - 2015

In This Issue:

Video Vignette - Conflict of Interest Policy

Fundamentals - Nonprofit Governance (Part 2) - Why nonprofits Need Good Governance

Some Happenings -
IRS Proposed Regulation on Reporting of Charitable Donations
Charitable Solicitations Laws - Courts Rule on Disclosure of Schedule B of Form 990

Firm Newsletter Volume 5.1 - 2018

In This Issue:

Video Vignettes - The Role and Responsibility of a Fiduciary of a Charitable Organization

Fundamentals - Changes to Federal, Maryland and District of Columbia estate, gift & GST tax laws, and some planning tips

Some Happenings -
UPDATE - IRS Withdraws Proposed Regulations on Alternative Reporting of Charitable Donations
UPDATE - Compliance with Charitable Solicitations Laws - Courts Rule on Disclosure of Un-redacted Schedule B of IRS Form 990

Jonathan Ackerman, 2002 President of NCPG (now known as Partnership for Philanthropic Planning), represents donors and tax-exempt organizations on a national basis. His advice is often sought by charities in their creation and operation, especially with respect to contributions and other funding opportunities, as well as by families (and their advisors) who desire to integrate philanthropy into their estate plans.