[I sent the following a few weeks ago to the subscribers to the Jack Straw Fortnightly. Work on the text and slide decks for the PG 103 project proceeds apace, but I am still puzzling over the logistics of posting and paywalls. Now thinking more likely Dropbox than Patreon, so as not to require folks to commit to an ongoing subscription.]
Friends,
The Jack Straw has always been casual in its adherence to a fortnightly schedule, but it is possible we will be even more sporadic in coming weeks.
I am turning my attention for the moment to the launch of a project I am calling "PG 103," which will be a series of webinars based on a 25k word text I wrote a couple of years back and have been updating since, covering pretty much the entire waterfront on the tax considerations that arise in charitable gift planning -- contribution limits, carryforwards, bargain sales, gift annuities, split-interest trusts, private foundation excise tax rules, etc.
The subtitle to the source text is "stuff every charitable gift planner should kinda know." The idea is to situate the various gift planning vehicles in their tax policy contexts, so that the planner can readily understand what are the rules and why those are the rules, and how to tweak these vehicles to meet the particular needs of the prospective donor and the recipient charity.
I am still working out the logistics, but probably these webinars will be hosted on Vimeo with a modest paywall through Patreon. There are about eight hours of content here, from which I could make seven or eight segments of an hour each, which could be made to qualify for continuing education credit. Probably a fair amount of research and maybe pre-certification to do here.
And/or I could break it down into smaller topics of about a quarter hour per, but presumably these would not qualify for continuing education credit. Along the way I might also produce some shorter pieces on recent developments, and some of these will not be paywalled.
I am a novice when it comes to this technology. Anyone who has some experience with putting up webinar series behind paywalls please feel free to offer suggestions, thanks.
The underlying text itself would probably make a good shelf reference. I will be looking at mechanisms for publishing this in book form. Again, anyone who has some experience in self-publishing please feel free to offer suggestions.
And again thanks to all of you for your support of the Jack Straw -- which, not to worry, will continue into the indefinite future, and will likely remain free of charge.
Russ Willis
Friends,
The Jack Straw has always been casual in its adherence to a fortnightly schedule, but it is possible we will be even more sporadic in coming weeks.
I am turning my attention for the moment to the launch of a project I am calling "PG 103," which will be a series of webinars based on a 25k word text I wrote a couple of years back and have been updating since, covering pretty much the entire waterfront on the tax considerations that arise in charitable gift planning -- contribution limits, carryforwards, bargain sales, gift annuities, split-interest trusts, private foundation excise tax rules, etc.
The subtitle to the source text is "stuff every charitable gift planner should kinda know." The idea is to situate the various gift planning vehicles in their tax policy contexts, so that the planner can readily understand what are the rules and why those are the rules, and how to tweak these vehicles to meet the particular needs of the prospective donor and the recipient charity.
I am still working out the logistics, but probably these webinars will be hosted on Vimeo with a modest paywall through Patreon. There are about eight hours of content here, from which I could make seven or eight segments of an hour each, which could be made to qualify for continuing education credit. Probably a fair amount of research and maybe pre-certification to do here.
And/or I could break it down into smaller topics of about a quarter hour per, but presumably these would not qualify for continuing education credit. Along the way I might also produce some shorter pieces on recent developments, and some of these will not be paywalled.
I am a novice when it comes to this technology. Anyone who has some experience with putting up webinar series behind paywalls please feel free to offer suggestions, thanks.
The underlying text itself would probably make a good shelf reference. I will be looking at mechanisms for publishing this in book form. Again, anyone who has some experience in self-publishing please feel free to offer suggestions.
And again thanks to all of you for your support of the Jack Straw -- which, not to worry, will continue into the indefinite future, and will likely remain free of charge.
Russ Willis
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