FAMILY GIVING NEWS
Giving While Living and The Estate Tax Debate

September 2003, Volume 3, Issue 9
 

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• Motivations of donors and donor families are grounded in the reasons why someone is interested in philanthropy and community service.

• Whatever the inspiration, donors are often motivated to give back to their community: whether that is a geographic community or an area of interest.

• A donor or family’s philanthropic gifts are motivated and enhanced by their passions, their commitment, and their creative energies.

• This edition of Family Giving News celebrates and features stories of those who have listened to their passions, and who have made use of their commitment and creative energies to focus and devote their philanthropy during their lifetimes.

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on the Estate Tax.
 

• John Edie describes current status of legislation regarding the estate tax, and offers predictions about its future.

• William Gates, Sr argues that those who create great wealth have a fundamental obligation to pay back society.

• Charles Hamilton proposes that the estate tax is an inappropriate method of addressing the real problems of economic inequality and great wealth.

• Mario Morino argues that the estate tax provides a much-needed revenue stream to charities.

• Adam Meyerson suggests that that repealing the estate tax will allow families to create the wealth needed to make significant philanthropy possible.

• Paul Comstock writes about the important role that estate taxes play as a motivator for planning by high net worth individuals.

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• Guest Commentary by Dan Peters on "Philanthropy and the 5% Rule"

• An Interview with Richard Goldman from the Richard and Rhoda Goldman Fund

• Profiles and perspectives from Alan B. Slifka, Alan Alda, and others.

• Updates on the philanthropic agendas of the Bill and Melinda Gates Foundation and Atlantic Philanthropies

• Tools and additional perspectives on Giving While Living from Paul Schervish, Registered Rep magazine, and the Baltimore Giving Project.

WHAT'S NEW FROM THE NATIONAL CENTER FOR FAMILY PHILANTHROPY

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• Demystifying Decision-making in Family Philanthropy

• Family Philanthropy: What We Don't Know

• What California Donors Want: In Their Own Voices

• Successful Succession: 12 Tips for Inspiring the Next Generation

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• Splendid Legacy: A Seminar for Family Foundations

• Generations of Giving: Transferring Philanthropic Values
  Across Generations

• Strategic Philanthropy: Learning, Leadership, Legacy

• Community Investing: How Foundations Can Use Their Assets
  To Support Their Mission

• Conversations on Philanthropy from Shaking the Tree Productions

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• Context and Perspectives on the Estate Tax and implications of its potential repeal featuring articles and studies from the Tax Policy Center, the Center on Philanthropy at Indiana University, and Planned Giving Today.

• Arguments and research in favor of retaining the estate tax, from OMB Watch, Independent Sector, and other sources.

• Arguments in favor of repealing the estate tax, from Paul Schervish, the Tax Foundation, The Center for the Study of Taxation, and other sources.