AU2001227971A1 - System and method for giving appreciated assets - Google Patents

System and method for giving appreciated assets

Info

Publication number
AU2001227971A1
AU2001227971A1 AU2001227971A AU2797101A AU2001227971A1 AU 2001227971 A1 AU2001227971 A1 AU 2001227971A1 AU 2001227971 A AU2001227971 A AU 2001227971A AU 2797101 A AU2797101 A AU 2797101A AU 2001227971 A1 AU2001227971 A1 AU 2001227971A1
Authority
AU
Australia
Prior art keywords
giving
assets
appreciated assets
appreciated
giving appreciated
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001227971A
Inventor
Donald Edward Johnson
Duane Allen Steward
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
AssetStream Corp
Original Assignee
AssetStream Corp
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by AssetStream Corp filed Critical AssetStream Corp
Publication of AU2001227971A1 publication Critical patent/AU2001227971A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Operations Research (AREA)
  • Human Resources & Organizations (AREA)
  • Game Theory and Decision Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
AU2001227971A 2000-01-21 2001-01-22 System and method for giving appreciated assets Abandoned AU2001227971A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US17772200P 2000-01-21 2000-01-21
US60177722 2000-01-21
PCT/US2001/002121 WO2001053979A2 (en) 2000-01-21 2001-01-22 System and method for giving appreciated assets

Publications (1)

Publication Number Publication Date
AU2001227971A1 true AU2001227971A1 (en) 2001-07-31

Family

ID=22649726

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001227971A Abandoned AU2001227971A1 (en) 2000-01-21 2001-01-22 System and method for giving appreciated assets

Country Status (3)

Country Link
US (1) US20010037275A1 (en)
AU (1) AU2001227971A1 (en)
WO (1) WO2001053979A2 (en)

Families Citing this family (53)

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US20090150192A1 (en) * 1998-03-10 2009-06-11 Discovery Holdings Limited Method and system for calculating the premiums and benefits of life insurance and related risk products based on participation in a wellness program
US8131570B2 (en) * 1998-03-10 2012-03-06 Discovery Holdings Limited Managing the business of a medical insurance plan
US8306899B2 (en) * 2000-08-07 2012-11-06 Discovery Life Ltd. Managing a life insurance investment
US20020152097A1 (en) * 2000-09-01 2002-10-17 Javors Jonathan R. Method of administration and health management
GB2369778A (en) * 2000-09-06 2002-06-12 Discovery Health Ltd Incentivising compliance in members of a disease management programme
US8069105B2 (en) * 2001-03-20 2011-11-29 Goldman Sachs & Co. Hedge fund risk management
US8140415B2 (en) 2001-03-20 2012-03-20 Goldman Sachs & Co. Automated global risk management
US8121937B2 (en) 2001-03-20 2012-02-21 Goldman Sachs & Co. Gaming industry risk management clearinghouse
US8209246B2 (en) 2001-03-20 2012-06-26 Goldman, Sachs & Co. Proprietary risk management clearinghouse
US20030014300A1 (en) * 2001-07-13 2003-01-16 Mary Franco Method and apparatus for managing workplace employee charitable giving campaigns
US20030078791A1 (en) * 2001-10-19 2003-04-24 Tufte Brian N. Method and system for increasing the participation of contributors to a charity or other non-profit
US20060122856A1 (en) * 2002-06-06 2006-06-08 Benevolink Corporation System and method for enabling consumers to add personal charitable contributions and transfer the right to designate a beneficiary to other consumers
US20040034585A1 (en) * 2002-08-14 2004-02-19 Saunders James A. Charitable donation system integrated with brokerage account
US7908156B2 (en) * 2002-09-20 2011-03-15 Discovery Holdings Limited Method of calculating a premium payable by an insured person on a life insurance policy
CA2445199A1 (en) * 2002-10-16 2004-04-16 Thomas L. Goldsmith Method and system for donation decision support
US20040111281A1 (en) * 2002-12-10 2004-06-10 Glen Witter System and method for giving to charity
US7593881B2 (en) * 2003-02-14 2009-09-22 Winklevoss, Llc System and method for donor-directed asset management
US7124941B1 (en) * 2003-07-07 2006-10-24 Shrink Solutions, Inc. Method and program for reduction of retail sales revenue limitations
US7536328B2 (en) 2003-12-30 2009-05-19 Trading Technologies International, Inc. System and method for coordinating automated and semi-automated trading tools
US8005732B2 (en) 2003-12-31 2011-08-23 American Express Travel Related Services Company, Inc. System for reducing information required to open a new account
AU2005201382A1 (en) * 2004-04-01 2005-10-20 Discovery Life Limited A method of managing a life insurance policy and a system therefor
US7624032B2 (en) * 2004-04-06 2009-11-24 Discovery Life Limited Method of managing the business of a medical scheme
ZA200501719B (en) * 2004-04-16 2006-11-29 Discovery Life Ltd Methods of managing a life insurance policy with a related medical scheme
US8510300B2 (en) 2004-07-02 2013-08-13 Goldman, Sachs & Co. Systems and methods for managing information associated with legal, compliance and regulatory risk
US8996481B2 (en) 2004-07-02 2015-03-31 Goldman, Sach & Co. Method, system, apparatus, program code and means for identifying and extracting information
US8442953B2 (en) 2004-07-02 2013-05-14 Goldman, Sachs & Co. Method, system, apparatus, program code and means for determining a redundancy of information
US8762191B2 (en) 2004-07-02 2014-06-24 Goldman, Sachs & Co. Systems, methods, apparatus, and schema for storing, managing and retrieving information
WO2006013425A2 (en) * 2004-07-26 2006-02-09 Discovery Holdings Limited A data processing system for accurately calculating a policyholder's discount in a medical insurance plan and a method therefor
US20060059041A1 (en) * 2004-09-10 2006-03-16 Heistand Mark A System and method for advertising on donated equipment
US20070260423A1 (en) * 2004-09-13 2007-11-08 Petruck William S Philanthropic financial planning tool
CA2503418A1 (en) * 2004-09-13 2006-03-13 William S. Petruck Philanthropic financial planning tool
US20080189141A1 (en) * 2005-01-07 2008-08-07 Adrian Gore Method of Managing the Business of a Health Insurance Plan and a System Therefor
US20070038553A1 (en) * 2005-08-15 2007-02-15 Miller Jeffrey A Full price protection method as a marketing tool
US20070088581A1 (en) * 2005-10-19 2007-04-19 Arcline Consulting, Llc Financial methods using a non-trust based charitably integrated business operation
US8015022B2 (en) * 2006-03-07 2011-09-06 Discovery Holdings Limited System and method of managing absenteeism in an organization
US20070265957A1 (en) * 2006-05-10 2007-11-15 Asheesh Advani System and method for automated flexible person-to-person lending
US20090259497A1 (en) * 2006-06-06 2009-10-15 Adrian Gore Method of managing an insurance plan and a system therefor
US20080015980A1 (en) * 2006-07-11 2008-01-17 Pereira W Cord System and method for managing targeted donations and giving
US20080154650A1 (en) * 2006-09-22 2008-06-26 Shaun Matisonn Method of managing the business of a health insurance plan and a system therefor
WO2008038232A2 (en) * 2006-09-26 2008-04-03 Discovery Holdings Limited A system and method for rewarding employees of an organisation
US20130054484A1 (en) * 2008-01-24 2013-02-28 Sharemeister, Inc. Systems, methods and apparatuses for producing a competitive giving market-place through a social impact marketing platform
WO2009147591A2 (en) * 2008-06-03 2009-12-10 Discovery Holdings Limited A system and method of managing an insurance scheme
WO2009147592A1 (en) * 2008-06-03 2009-12-10 Discovery Holdings Limited A system and method of managing an insurance scheme
CN102057392A (en) * 2008-06-03 2011-05-11 发现控股有限公司 A system and method of managing an insurance scheme
CN102057389A (en) * 2008-06-03 2011-05-11 发现控股有限公司 A system and method of managing an insurance scheme
CN102057393A (en) * 2008-06-03 2011-05-11 发现控股有限公司 A system and method of managing an insurance scheme
US20100106663A1 (en) * 2008-10-29 2010-04-29 Hao Dunne Hoang System and method for facilitating charitable donations and goals
US20110016062A1 (en) * 2009-07-16 2011-01-20 Olsen William W Tax deduction apparatus and method
US8510187B1 (en) * 2010-02-19 2013-08-13 Intuit Inc. Intelligent tax refund allocation
US20110295765A1 (en) * 2010-05-25 2011-12-01 Western & Southern Financial Group, Inc. Variable Annuity Product Management Method and System
US20130103604A1 (en) * 2011-10-21 2013-04-25 William Weisman Currency System for Giving
US9747591B2 (en) 2012-08-06 2017-08-29 The Keitz Group, Llc Online stock payment system
US8799143B1 (en) 2013-03-15 2014-08-05 Trading Technologies International, Inc Trading circles

Family Cites Families (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US6567790B1 (en) * 1999-12-01 2003-05-20 Wealth Transfer Group, L.L.C. Establishing and managing grantor retained annuity trusts funded by nonqualified stock options
US20010025263A1 (en) * 1999-12-22 2001-09-27 Dorff Victor L. Multiple level philanthropic giving system and method

Also Published As

Publication number Publication date
WO2001053979A2 (en) 2001-07-26
WO2001053979A8 (en) 2002-02-14
US20010037275A1 (en) 2001-11-01

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