Index of /pdf
Name Last modified Size Description
Parent Directory 07-Jun-2025 08:13 -
.pdf 01-May-2020 13:10 2.4M
12Waysadvisorscrewupsalemeetings.pdf 04-Jul-2020 13:56 50k
2008StudentRoster.xls 04-Jul-2020 13:56 25k
2012_BAC_Study_of_High_Net_Worth_Philanthropy_0-1.pdf 04-Jul-2020 13:56 880k
2016 Munson CGA talk part 1.pptx 04-Jul-2020 13:56 8.8M
2016MunsonCGAtal part1.pptx 04-Jul-2020 13:56 8.8M
2016MunsonIRAtalkpart2.pptx 04-Jul-2020 13:56 2.5M
AARP ad Did You forget Aunt Betty.pdf 04-Jul-2020 13:56 656k
AARP article on Free Will.pdf 04-Jul-2020 13:56 1.2M
AFP60MinutesofBasicPlannedGiftStrategies.pdf 04-Jul-2020 13:56 416k
AHP Journal Tax article2p .docx 04-Jul-2020 13:56 94k
Advertisement Shaky Stock Market.pdf 04-Jul-2020 13:56 44k
Annuity rates 1 life and 2 life modified rates July 2010.pdf 04-Jul-2020 13:56 37k
Annuityrates1and2lifemodifiedratesJuly2010.pdf 04-Jul-2020 13:56 37k
Annuityratetablefor55to85effectiveJuly 2008.pdf 04-Jul-2020 13:56 13k
Aretrustsstillnecessary.pdf 04-Jul-2020 13:56 165k
AskingforBequests.pdf 04-Jul-2020 13:57 4.9M
Barirers to Bequest Giving-DESKTOP-I0C0B4T.pdf 04-Jul-2020 13:57 2.4M
Barirers to Bequest Giving.pdf 04-Jul-2020 13:57 1.1M
Baruch College ROI Analysis.pdf 04-Jul-2020 13:57 273k
Bequest Establishing a Charitable Gift Annuity.pdf 04-Jul-2020 13:57 64k
BlendedgiftnamesChaptersSunCityResource Center.docx 04-Jul-2020 13:57 188k
CGA 2016 Chartsingleand2life 60 to 80.pdf 04-Jul-2020 13:57 377k
CGA 2018 compararisons single and two life 60 to 80 2018.pdf 04-Jul-2020 13:57 42k
CGA 2020 July compararisons single and two life 60 to 80.pdf 16-Jul-2020 14:18 43k
CGA 2020 compararisons single and two life 60 to 80.pdf 04-Jul-2020 13:57 43k
CGACaseStudyonon IntegratingintoWealthPreservatio, etc.pdf 04-Jul-2020 13:57 3.4M
Cannon AmericanTaxpayerReliefAct 2012.pdf 04-Jul-2020 13:57 155k
Cannon Charitable Planning with Life Insurance.pdf 04-Jul-2020 13:57 93k
CaringforPetsfrombeyondtheGrave.pdf 04-Jul-2020 13:57 159k
Charitable Deduction Order for different type gifts.pdf 04-Jul-2020 13:57 35k
Charitable Gift AnnuityR1.docx 04-Jul-2020 13:57 47k
CharitableGiftAnnuityReinsuranceBenefitsOptionandStrategy.pdf 04-Jul-2020 13:57 2.7M
CharitableOptionsforBusinessSalesApril2011.pdf 04-Jul-2020 13:57 2.7M
Client Coverage.docx 04-Jul-2020 13:57 14k
ComingBoominCharitableTrusts-Sharpe&Mannarticle.pdf 04-Jul-2020 13:57 182k
Confidential Planned Gift Confirmation from Financial.pdf 04-Jul-2020 13:57 10k
Confidential Planned Gift Confirmation.pdf 04-Jul-2020 13:57 13k
Connell Green Endowment Article.pdf 04-Jul-2020 13:57 419k
Coriellwillform.pdf 04-Jul-2020 13:57 115k
CotrellGiftannuityworksheetmemo.pdf 04-Jul-2020 13:57 13k
CreatingCashfromthePlannedGiftConversation.pdf 04-Jul-2020 13:57 9.0M
Crescendo CGA rates Jan 2012.pdf 04-Jul-2020 13:57 91k
Crescendo CharitableBenefitsoftheAmericanTaxpayerReliefAct2012.pdf 04-Jul-2020 13:57 37k
Crescendo December 2016 Beneficiary Designations Part 2.docx 04-Jul-2020 13:57 31k
Crescendo February2017 BeneficiaryDesignationsPart4.docx 04-Jul-2020 13:57 27k
Crescendo January2017 BeneficiaryDesignationsPart3.docx 04-Jul-2020 13:57 29k
Crescendo November 2016 Beneficiary Designations Part 1.docx 04-Jul-2020 13:57 26k
Crescendo-new-annual-fund.pdf 04-Jul-2020 13:57 5.8M
Crescendo2019marketingstudy.pdf 04-Jul-2020 13:58 27.9M
Dan L. Duncan.pdf 04-Jul-2020 13:58 40k
DevineNonprofitConsultingBrochure.pdf 04-Jul-2020 13:58 812k
Do endowment hold a blueprint for donor-advised funds.pdf 04-Jul-2020 13:58 3.1M
Donating mutual funds shares to charity.docx 04-Jul-2020 13:58 16k
Donatingmutualfunds.pdf 04-Jul-2020 13:58 81k
Donor Letter of Instruction IRA gift 2015.doc 04-Jul-2020 13:58 56k
Duke CGA and FDCGA postcard.pdf 04-Jul-2020 13:58 1017k
Duke CGA new rates 2018.pdf 04-Jul-2020 13:58 1.3M
Duke Gift Receipt.pdf 04-Jul-2020 13:58 81k
Duke Gift planning at any age.pdf 04-Jul-2020 13:58 6.4M
Duke IRA rollover spring 2019.pdf 04-Jul-2020 13:59 636k
Duke University Roth Conversion.pdf 04-Jul-2020 13:59 394k
Duke-IRA-Rollover-booklet-2019.pdf 04-Jul-2020 13:59 1.8M
DukeLegacyGivingbrochure 04-Jul-2020 13:59 2.6M
DukeLegacyGivingbrochure1.jpg 04-Jul-2020 13:59 610k
DukeLegacyGivingbrochure2.jpg 04-Jul-2020 13:59 681k
DukeLegacyGivingbrochure2.pdf 04-Jul-2020 13:59 2.4M
DukeUAssociateDirectorofGiftPlanning.pdf 04-Jul-2020 13:59 276k
DukeUniversityAssociateDirectorofGiftPlanningjobdescription.pdf 04-Jul-2020 13:59 276k
Economy, Government, Donors and Campaigns.pdf 04-Jul-2020 13:59 121k
EconomyGovernmentDonorsandCampaigns.pdf 04-Jul-2020 13:59 416k
Ed Slott - Advisors QCD questions.pdf 04-Jul-2020 13:59 522k
End of year 2010 charitable tax planningA.pdf 04-Jul-2020 13:59 504k
Endo year2007charitabletaxplanning.pdf 04-Jul-2020 13:59 80k
Endofyear2007charitabletaxplanning.pdf 04-Jul-2020 13:59 80k
Endofyear2008charitabletaxplanningeveryadvisorcanuse.pdf 04-Jul-2020 13:59 162k
Endofyear2009charitabletaxplanning.pdf 04-Jul-2020 13:59 193k
Endofyear2010charitabletaxplanning.pdf 04-Jul-2020 13:59 620k
Endofyearstatigies2013.pdf 04-Jul-2020 13:59 12.7M
Endowmentfundsampleagreement.pdf 04-Jul-2020 13:59 91k
Endowmentfundsampleagreement2.pdf 04-Jul-2020 13:59 71k
Endowmentsuggestedgiftlevels.pdf 04-Jul-2020 13:59 48k
Evangelical Hospital - Taxwise giving for Penslvania residents.pdf 04-Jul-2020 13:59 3.0M
FREEWILL Secure Act Whitepaper.pdf 04-Jul-2020 14:00 108k
Familydocumentlocatorform.pdf 04-Jul-2020 13:59 13k
Fidelity appreciated stock gifts to charity.pdf 04-Jul-2020 13:59 87k
Fidelity how-couples-give.pdf 04-Jul-2020 13:59 672k
Fidelity_charitable-planning-guide.pdf 04-Jul-2020 13:59 2.4M
Finding Planned Gift donors Part 3.docx 04-Jul-2020 13:59 16k
Finding planned gift donors. A Primer - Part 2.docx 04-Jul-2020 13:59 15k
Findingdirectionintheseniormarket.pdf 04-Jul-2020 13:59 526k
Fiscal Cliff presentation November 2012.pptx 04-Jul-2020 13:59 540k
Five financial pitfalls of gray divorce.pdf 09-Jul-2020 13:22 4.0M
FloridaAFPRealEstateTalkFeb2012.pdf 04-Jul-2020 14:00 13.3M
Free Will QCD tip sheet.pdf 04-Jul-2020 14:00 133k
FreeWill-Planned-Giving-Report-2019.pdf 04-Jul-2020 14:00 17.1M
Future Focus McLeod Foundation appreciated stock gifts.pdf 04-Jul-2020 14:00 108k
Gift Annuity with Life Insurance.ppt 04-Jul-2020 14:00 155k
Gift annuity worksheet memo.pdf 04-Jul-2020 14:00 66k
Gift plans for advisors to suggest to their clients.pdf 04-Jul-2020 14:00 1.8M
GiftAnnuityRealEstateWorksheet.pdf 04-Jul-2020 14:00 40k
GiftAnnuityRealEstateworksheetmemo.pdf 04-Jul-2020 14:00 66k
GiftAnnuityTaxConsequencesComparison.xls 04-Jul-2020 14:00 43k
Gilda's Club Legacy Circle brochure.pdf 04-Jul-2020 14:00 5.9M
HR 4 full text of charitable provisions.pdf 04-Jul-2020 14:01 124k
Haven Hospice Bequest Arrangements.pdf 04-Jul-2020 14:00 215k
Hillsdale College CGA insert example.docx 04-Jul-2020 14:01 14k
Hillsdale College CGAs .pdf 04-Jul-2020 14:01 533k
HollandMichiganEndowmentCampaign.pdf 04-Jul-2020 14:01 1.0M
Hospice of Marion County Appreciated asset gifts flyer.pdf 04-Jul-2020 14:01 40k
Hospice of Marion County IRA Charitable Rollover Gifts -Info for website.docx 04-Jul-2020 14:01 19k
HospicePhilanthropyGroup.pdf 04-Jul-2020 14:01 1.8M
How clients' philanthropy helps advisor bottom lines.pdf 04-Jul-2020 14:01 219k
Humane-Society-Legacy-Promotion.pdf 04-Jul-2020 14:01 1.4M
IRA - Beaufort Charitable IRA Rollover insert.docx 04-Jul-2020 14:01 13k
IRA Charitable Rollover Gifts -Info for website.docx 04-Jul-2020 14:01 20k
IRA FlyerWintonSmith Jan2011.docx 04-Jul-2020 14:01 14k
IRA Rollover Frequently asked questions 2020.docx 08-Jul-2020 08:14 24k
IRA Rollover ad Gwinnett Foundation.pdf 04-Jul-2020 14:01 545k
IRA Rollover postcard - MD Anderson.pdf 04-Jul-2020 14:01 1.4M
IRA Rollover postcard - Treasure Coast Hospice.pdf 04-Jul-2020 14:01 808k
IRA Rollover postcard - Washinton&Lee.pdf 04-Jul-2020 14:01 4.7M
IRA SECURE ACT.pdf 04-Jul-2020 14:01 1.4M
IRADonorLetterInstruction 2015.doc 04-Jul-2020 14:01 56k
IRADonorstory1.pdf 04-Jul-2020 14:01 924k
IRAPostCardMDAndersonCrescendo.pdf 04-Jul-2020 14:01 1.9M
IRARollover2007.ppt 04-Jul-2020 14:01 558k
IRARollover2008.ppt 04-Jul-2020 14:01 564k
IRA_Distribution_Request.pdf 04-Jul-2020 14:01 235k
IRA_Rollover_information_sample_ letter_acknowledgement.docx 04-Jul-2020 14:01 25k
IRAcharitable_donation.pdf 04-Jul-2020 14:01 44k
IRAgiftreceiptletter.pdf 04-Jul-2020 14:01 22k
IRS Rolloverguidelines2013.pdf 04-Jul-2020 14:01 29k
IRS 561 Determing value.pdf 04-Jul-2020 14:01 101k
IRS Form 1098-C.pdf 21-Apr-2025 07:38 406k
IRS Form 1099R.pdf 04-Jul-2020 14:01 88k
IRS Form 8282.pdf 04-Jul-2020 14:01 68k
IRS Form 8283 Instructions.pdf 04-Jul-2020 14:01 39k
IRS Form 8283 October 2023.pdf 21-Apr-2025 07:45 349k
IRS Form 8283.pdf 21-Apr-2025 07:38 349k
IRS Publication 526 Charitable Contributions.pdf 04-Jul-2020 14:01 176k
IRS Publication 561 Determining the value of donated property (2007).pdf 04-Jul-2020 14:01 1003k
IRS W9.pdf 04-Jul-2020 14:01 77k
IRSPublication970TaxBenefitsforEducation.pdf 04-Jul-2020 14:01 1.3M
IRSRollover2006.ppt 04-Jul-2020 14:01 549k
If my father planned so well what happended to all the money.pdf 08-Jul-2020 08:58 4.1M
Inheritance Planning Insights.docx 04-Jul-2020 14:01 14k
IwaitformyCGA.docx 04-Jul-2020 14:01 314k
JanlettertoPGprospects2010.doc 04-Jul-2020 14:01 45k
KETRA2005TaxAct.ppt 04-Jul-2020 14:01 1.1M
LeaveaLegacySpring2012newsletter.pdf 04-Jul-2020 14:01 831k
Life Insurance annuity article for newletter revised.doc 04-Jul-2020 14:01 33k
Lifeinsuranceslideswithtext.pdf 04-Jul-2020 14:01 286k
MD Anderson End of Year postcard.pdf 04-Jul-2020 14:02 1.5M
MD Anderson Legacy Newsletter Spring 2020.pdf 04-Jul-2020 14:02 4.1M
MD Anderson Legacy Newsletter.pdf 04-Jul-2020 14:02 2.0M
MD Anderson Legacy of Gratitude Jan 2020.pdf 04-Jul-2020 14:02 2.4M
MD Anderson physician scholarship postcard Spring 2020.pdf 14-Sep-2020 16:46 936k
MPMPGACApplication.pdf 04-Jul-2020 14:02 60k
MPMPGACSurvey.pdf 04-Jul-2020 14:02 182k
Mansfield promotion.pdf 04-Jul-2020 14:01 851k
MarketinMatrixandCalendarWorksheetJanuaryDecemberblank.xls 04-Jul-2020 14:01 31k
Marketing Matrix and Calendar Worksheet January - December blank 2019.xls 04-Jul-2020 14:01 31k
MarketingBequestsJune09.pdf 04-Jul-2020 14:01 37k
MarketingMatrixandCalendarWorksheet anuaryDecemberblank.xls 04-Jul-2020 14:01 31k
McLeod Annual Report.pptx 04-Jul-2020 14:01 1.6M
McLeod Foundation Legacy Society 2017.pdf 04-Jul-2020 14:01 3.2M
McLeod_Foundation_Professional_Advisors_talk_Nov_2019.pdf 04-Jul-2020 14:02 2.2M
MissionHealthcareCGAbrochure.pdf 04-Jul-2020 14:02 1.8M
MountSinaiHospitalCanvasserCard.pdf 04-Jul-2020 14:02 947k
MunsonEndofYearStrategies2013.ppt 04-Jul-2020 14:02 4.2M
NC Symphony PG Newsletter.pdf 04-Jul-2020 14:02 2.2M
NHCPO PlannedGivingforthesmallshopBequests rule.pdf 04-Jul-2020 14:03 26.3M
NHCPOPlannedGivingforthesmallshopBequests rule.pdf 04-Jul-2020 14:04 26.3M
NHCPOPlannedGivingforthesmallshopBequestsrule.pdf 04-Jul-2020 14:04 26.3M
NPHIPhilanthropyForumJanuary2020.pdf 19-Jun-2022 07:00 3.0M
NatGeoDiscoveryLetter.pdf 04-Jul-2020 14:02 705k
NatGeoLegacyForm.pdf 04-Jul-2020 14:02 2.3M
NatGeoadvertisementWilladJuly 2020.pdf 06-Jul-2020 09:42 508k
National Council of Nonprofit_cares-act-analysis.pd.pdf 04-Jul-2020 14:02 101k
New Hanover Beacon Society Brochure.pdf 04-Jul-2020 14:02 2.2M
OCCF-DirGP JobDesc2.pdf 04-Jul-2020 14:04 118k
PGCalc summary.docx 04-Jul-2020 14:04 17k
PPP Little Rock.pdf 04-Jul-2020 14:05 4.5M
Parentsmustputchildrenintheknowarticle.pdf 04-Jul-2020 14:04 105k
PlannedGivingAttendees.pdf 04-Jul-2020 14:04 17k
PlannedGivingSystemOfficer.doc 04-Jul-2020 14:04 37k
RSFFStockLetterofAuthorization2.docx 04-Jul-2020 14:05 34k
Reunion.ppt 04-Jul-2020 14:05 1.3M
Revisiting Reverse Mortgages.pdf 04-Jul-2020 14:05 31k
Rosen James 10 FR strategies.docx 04-Jul-2020 14:05 578k
RuthAnneskydivePriceless.docx 04-Jul-2020 14:05 205k
S & P performance 2009-2017.pptx 04-Jul-2020 14:05 291k
SFO_Creative_Estate planning_June2015.pdf 04-Jul-2020 14:05 3.4M
SSSeminarBrochure.pdf 04-Jul-2020 14:05 634k
SVCCGP_Charitable_Gifts_of_Real_Estate.pdf 04-Jul-2020 14:05 3.6M
SVPPGMarch 2014 RealEstateGiftandHardtoValueAssets.pdf 04-Jul-2020 14:05 1.4M
SVPPPPresentationJune1.2011.pdf 04-Jul-2020 14:05 4.5M
SVPPPPresentationJune10.2011.pdf 04-Jul-2020 14:05 4.5M
SandhillS CC gift form A.pdf 04-Jul-2020 14:05 448k
Schiavo - Clients are still in the dark on charitable giving.pdf 04-Jul-2020 14:05 363k
Schwab-the-advisors-guide-to-donating-illiquid-assets-final-to-pub-1-1.pdf 04-Jul-2020 14:05 389k
SecureAct.pdf 04-Jul-2020 14:05 3.5M
Sharpe OverviewofTaxpayerAct of 2012.pdf 04-Jul-2020 14:05 185k
SharpeEstatePlanningQuizBrochure.pdf 04-Jul-2020 14:05 625k
SharpeGiftAnnuityRateChangeJanuary2012.pdf 04-Jul-2020 14:05 603k
Shepherd tax law changes briefing notes.pdf 04-Jul-2020 14:05 99k
SmartGiftDonationsUsingyourIRA.docx 04-Jul-2020 14:05 28k
SpecialNeedsChildren[1].pdf 04-Jul-2020 14:05 225k
St Vincent PlannedGivingSystemOfficer.doc 04-Jul-2020 14:05 37k
Stelter summary.docx 04-Jul-2020 14:05 14k
SunHealthPositionProfileAnnouncement.docx 04-Jul-2020 14:05 34k
TRowePriceTrusts.docx 04-Jul-2020 14:05 16k
TRowePriceTrusts1.docx 04-Jul-2020 14:05 16k
TheTruthAboutTaxes.pdf 04-Jul-2020 14:05 911k
Thru the Looking Glass Successful Strategies.pdf 04-Jul-2020 14:05 4.1M
UNCCDirPG-JobDesc3.pdf 04-Jul-2020 14:06 122k
UnivofMarylandCGAstory.pdf 04-Jul-2020 14:06 1.1M
Urban Insititute What-Does-the-Fiscal-Cliff-Deal-Mean-for-Nonprofits.pdf 04-Jul-2020 14:06 166k
Virtual PG office.pdf 04-Jul-2020 14:06 64k
VoicesLegacybuildingDaveGrant.docx 04-Jul-2020 14:06 20k
Wayne Olson web.docx 04-Jul-2020 14:06 43k
What a Gift Planning Consultant Can Do For You and Your Letterhead.pdf 04-Jul-2020 14:06 68k
WhatAdvisorsneedtoknowabouttheSECURE act.pdf 04-Jul-2020 14:06 1.3M
When preplanning your funeral.pdf 04-Jul-2020 14:06 32k
Will or Revocable Living Trust.docx 04-Jul-2020 14:06 14k
Willis_money_and_meaning_fa10.pdf 04-Jul-2020 14:06 113k
Willismoneyandmeaningfall10.pdf 04-Jul-2020 14:06 113k
WintonSmithcoverageDecember.pdf 04-Jul-2020 14:06 8k
YorkCollegeMagazineArticle.pdf 04-Jul-2020 14:06 579k
biz-card-back.jpg 04-Jul-2020 13:57 31k
biz-card-front.jpg 04-Jul-2020 13:57 37k
gift-annuity-flyer.pdf 04-Jul-2020 14:00 1.5M
gift-annuity.pdf 04-Jul-2020 14:00 1.5M
postcardonintenePGsite.pdf 04-Jul-2020 14:04 1.6M
postcardonintenetpgsite.pdf 04-Jul-2020 14:04 1.6M