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Professional Notes is our Tax and Estate Planning publication for professional advisors.
- If you or one of your colleagues would like to be on our mailing list for this publication, please call our receptionist at (212) 686-0010, ext. 0.
- If you would like to receive Professional Notes by e-mail, please send us your name, organization, and e-mail address.
- Issues are available for download below, or you can order a printed version through our Publication Order Form.
This material was developed for the use of professionals by The New York Community Trust. It is published with the understanding that neither the publisher nor the authors are engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.
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Charitable Remainder Unitrusts (June 2008)
Adobe Acrobat PDF (208 KB) |
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Charitable Remainder Trusts (March 08)
Adobe Acrobat PDF 220KB
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Impact of the Pension Protection Act on Donor-Advised Funds (Oct. 07)
Adobe Acrobat PDF 220KB
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Impact of the Pension Protection Act on Supporting Organizations (June 07)
Adobe Acrobat PDF 248 KB
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The Pension Protection Act of 2006: Implications for Charitable Giving (March 07)
Adobe Acrobat PDF 191 KB |
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Estate Planning for Individuals and Non-Traditional Families (October 06)
Adobe Acrobat PDF 275 KB
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(June 06)
Adobe Acrobat PDF 275 KB
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(March 06)
Adobe Acrobat PDF 186 KB |
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(September 05)
Adobe Acrobat PDF 213 KB
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(July 05)
Adobe Acrobat PDF 205 KB
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(March 05)
Adobe Acrobat PDF 141 KB
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Estate Planning Using Retirement Assets (October 04)
Adobe Acrobat PDF 150 KB
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Use of Qualified Disclaimers in Estate Planning (March 04)
Adobe Acrobat PDF 68 KB
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Endowment Funds of Non-for-Profit Corporations (October 03)
Adobe Acrobat PDF 86 KB
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Uniform Principal and Income Act (June 03)
Adobe Acrobat PDF 91 KB
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Investment Standards of Charities (March 03)
Adobe Acrobat PDF 101 KB
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Grants by Public Charities to Foreign Organizations (October 02)
Adobe Acrobat PDF document 97 KB
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Grants by Public Charities to Individuals (June 02)
Adobe Acrobat PDF document 92 KB
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Grants by Private Foundations to Individuals and Foreign Organizations (March 02)
Adobe Acrobat PDF document 118 KB
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Timing of Charitable Contributions (October 01)
Adobe Acrobat PDF document 58 KB
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Gifts of Partial Interests (June 01)
Adobe Acrobat PDF document 57 KB
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Charitable Gifts Using Life Insurance (October 00)
Adobe Acrobat PDF document 54 KB
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Charitble Gifts Using Restricted or Closely Held Stock (June 00)
Adobe Acrobat PDF document 55 KB
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Charitable Gifts Using Publicly Traded Securities (March 00)
Adobe Acrobat PDF document 57 KB
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Issues of Professional Notes previous to 2000 are listed below and can be ordered from The Trust by calling 212.686.0010 or by completing our publication order form. When completing the publication form or contacting The Trust, please indicate which issue(s) you'd like to receive: 1999 Series: 1. A Private Foundation or a Fund in a Community Foundation: Weighing the Options
2. Terminating a Private Foundation and Transferring the Assets to a Community Foundation
3. How a Private Foundation Can Use the Grantmaking Expertise of a Community Foundation
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Professional Notes
