Blog
PGI strives to be inventive by offering strategies, guidance, services and grants in an effort to further our mission of making planned giving more accessible. Please check our Blog regularly for helpful information.
The 5.42* Reasons Why Financial Advisors Need the Universal Charitable Deduction
Representative Mark Walker of North Carolina has proposed the Universal Charitable Deduction which would allow non-itemizers to deduct their gifts in addition to taking the standard deduction. The bill caps the deduction at one-third of the standard...
To itemize or not itemize? Either way a question with great answers for charity
The Tax Cuts and Jobs Act of 2017 was the first major legislative change to the tax code since 1986. While many of its’ changes left how the charitable deduction worked unchanged, the doubling of the standard deduction is predicted to reduce the...
The Ripple Effects of a Planned Giving Heart
It’s Sunday afternoon and I’ve just driven three hours through the frozen heartland of Illinois to pay my last respects to someone who has recently passed away. It is sunny on what should be a dark day, but my drive has given me the opportunity to reflect on my...