January 2007
- Nuts and Bolts of Estate Administration: Part II
- CRTs by the Numbers
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February 2007
- Appreciating Gifts of Securities
- Survey Reveals IRA Gift Data
- 4 Back-to-Basics Tips for Success
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March 2007
- Don’t Let Estate Taxes Drive Your Efforts
- Using the Charitable Lead Trust to Create a ‘Temporary Endowment’
- What Have You Learned From Your Donors?
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April 2007
- You and Your State Attorney General
- Emphasize Memorial Gifts This Spring
- IRS Rules Regarding IRA Distributions
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May 2007
- Are Your Trustees ‘On Board’?
- Who Are Your Planned Giving Donors?
- Making a Charitable Remainder Trust ‘Worthy’
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June 2007
- In the Market for Gifts?
- KETRA Gifts ... Beyond Expectations of Most
- Designing for Seniors
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July 2007
- Bequest Giving in 2006—The good, the
Bad, and the Surprising
- Charitable Giving and the Alternative Minimum Tax
- Recognition Societies: Membership Should Come
Easily
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August 2007
- Can You Afford These Gifts?
- Avoiding 'Bad Heir' Days
- Commitment to Education 'Drives' Gift
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September 2007
- A Rose by Any Other Name ...
- Making a List and Checking it Twice
- Meeting Multiple Goals Through a Charitable Trust
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October 2007
- $300 Billion for the Asking?
- Designated Endowment: How Much Should We Restrict
the Future?
- The Sharpe Group Gives Back to Local Community
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November 2007
- Going to Bat for IRA Gifts
- What Did Leona Helmsley Really Do?
- What’s Their Motivation?
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December 2007
- Corporate Governance Update: Part 1
- From the Field: Trend Watch 2008
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