Joel Padgett Articles

Joel Padgett: Sr. Vice President & Director of Gift Planning


Joel Padgett joined the Seminole Boosters, Inc. in 1995.  He is an alumnus of Florida State with B.S. in Criminology.   He served as the WPB Area Chairman for the Seminole Boosters, was a member of the Seminole Booster Board of Directors and Tri-County TEC. Joel writes for the Report to Boosters and his articles focus on Gift Planning.

The most frequent question donors ask is “can I make a cash gift directly from my retirement account?”. Until now, that answer has been no – not without triggering income taxes and perhaps penalties. For almost 10 years, legislation has been proposed to allow tax payers to gift directly from their retirement accounts, but has always been killed at the last moment. On August 3rd, Congress passed the 2006 Pension Protection Act which included provisions for powerful new options for charitable giving through retirement accounts. Read More

Joel Padgett's Articles
Finally - A Gift From your IRA
What You Can't Give Us
Giving With Alternative Minimum Tax
Good News for CRT's Giving
Does Your Will Work
Delightful Planning with Low AFR's
Silver Hair, Silver Lining