Preserving Donor Intent
Investment & Wealth Monitor "Preserving Donor Intent" October 2009 Fransen and A. Keith Whitaker explore the way in which donor intent should figure into estate…
Court Rules Helmsley Trustees Not Bound by Donor’s Instructions
The Chronicle of Philanthropy "Court Rules Helmsley Trustees Not Bound by Donor's Instructions" March 12, 2009 With regard to discussions on how to implement Leona…
Robertson v. Princeton – A Post-Mortem
Pittsburgh Tribune Review, San Jose Mercury News, Providence Journal "Robertson v. Princeton -- a post-mortem" January 4, 2009 In this post-mortem on the billion dollar…
Managing Wealth for Philanthropic Risk
Wealth Management Business "Managing Wealth for Philanthropic Risk" October 2008 In this by-lined article, Fransen offers advice on how existing assumptions about wealth management may…
The Endowment Tax
Worth: Wealth in Perspective "The Endowment Tax" August/September 2008 Fransen suggests that building an amortization schedule into a gift helps ensure a donor's money supports…
Give Education a Sporting Chance
Atlanta Journal Constitution, Indianapolis Star, Providence Journal, The State (Columbia, SC), Wisconsin State Journal (Madison) and other papers "Give Education a Sporting Chance" July 28…
5 Questions
Financial Planning "5 Questions" December 1, 2007 Discussing major gifts, Fransen says: "From a financial planning standpoint, the biggest mistake donors make is impulsively making…