In this “Gift Planner Profile,” we talk with Jacqueline McLeod, executive vice president for the revenue group at the American Lung Association. Ms. McLeod shares how her personal encounter with lung disease as a child led her to a career dedicated to lung health. Give & Take: How did you become involved in the field …Read More

Over the past few months, the monthly IRS discount rate has begun to stabilize. Those who prepare planned gift charitable deduction calculations will be familiar with this rate as it is used to determine the tax benefits for many types of planned gifts. This rate is sometimes called the “Section 7520,” or AFMR (applicable federal …Read More

This article is based on remarks Mr. Sharpe will deliver at the 13th annual conference of the National Committee on Planned Giving in Orlando on October 25-28 of this year. The title of his presentation there will be “Waiting on the Wealth Transfer—Will You Miss the Boat?” In recent years there has been much discussion …Read More