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Planning Your Will for All It’s Worth—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction. |
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10 Ways a Charitable Gift Annuity May Benefit You—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles. |
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A Philanthropist’s Guide to Federal Taxes—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income. |
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Enhance Your Financial Security with Effective Use of Charitable Remainder Trusts—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts. |
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Giving Appreciated Property: How to Get the Most Out of It—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don’t come with giving cash. |
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Ways to Give—Outlines the basics and benefits of charitable giving including life-income gifts and bequests. |
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Charitable Tax Planning with Retirement Funds—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution. |
