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Recent Commentary
Charitable Pledges: Are They Deductible? Are They Enforceable?
Certain charitable pledges are enforceable by the charity.
CRT Pays to Charity Now and Later
An Insider's Guide to an Effective Charitable Gift Annuity Program
An efficient and well‐marketed CGA program will lead to more satisfied donors and more dollars for your organization. This article provides specific steps that a large or small organization can take to increase the efficiency and effectiveness of its CGA program. Topics addressed include: getting support from a board of directors, gift administration and accounting, choosing and working with a service provider, compliance, marketing, data collection, and staff training.
CRT as the Beneficiary of an IRA-
Naming a CRT as an IRA beneficiary can provide an income stream for heirs, and may be one of the few ways to "stretch" the payout from an IRA over a beneficiary's life expectancy.