Ethics - Planned Giving Advisors

 Category Ethics, Planned Giving Commentary, Planned Giving Related News Stories

Ethical Boundaries: Walking the fine line in Planned Giving

Dear Blog readers, Let’s be honest. When it is your job to raise funds (planned...

 Tags Beth Israel Medical Center, Huguette Clark

 Category Ethics, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Story behind the story

I hate to publish this one but it is out there and it is a...

 Tags Huegette Clark, Huguette Clark

 Category Charitable Remainder Trusts

Learn something new everyday – Donor investing donated funds? Possible?

I got one of those questions that throws off most planned giving professionals: Can our...

 Tags crt, investment control

 Category Charitable Remainder Trusts, Charitable Remainder Unitrusts, Ethics, Legal Rulings, Planned Giving Vehicles, Professional Advisors, Uncategorized

Planned Giving Ethics – Merrill Lynch Case Part 1

November 23, 2009

As mentioned last week (see http://theplannedgivingblog.wordpress.com/2009/11/20/planned-giving-nightmare-crt-case/ ), there was a recent court ruling out of...

 Tags Charitable Remainder Trusts, Ethics, planned giving officer training

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