Gift Planning Update
Restrictions on Charitable Gifts and Bequests
Philanthropic clients sometimes prefer making gifts or bequests to a charity’s specific projects or programs rather than for the general purposes of the organization ... more
Excess Life Insurance as Charitable Gifts
Sometimes an individual finds he or she is paying premiums on a permanent life insurance policy that is no longer needed ... more
Two Provisions for Every Will or Trust
Estate plans are personal, each geared to the client’s family and financial situation. But there are two clauses that should be included in every estate plan ... more
Not All Stepparents Are Wicked
With more and more blended families in the U.S., stepparents and stepchildren are a fact of life ... more
Latest Gift Planning Articles from CGTS Analysis & Comment
The following articles are now available from the latest edition of the Charitable Giving Tax Service Analysis & Comment. To see the complete text, just click on the above link. Archived articles, and the full 1200-page gift planning library are available at no charge if you register and sign in to CGTS-Online, using the link on this page.
ONE-YEAR EXTENSION FOR CHARITABLE PROVISIONS
TRUST LANGUAGE DIDN’T CREATE LEASEHOLD INTEREST
BENEFICIARIES VS. CHARITIES: PART TWO
INCOME BENEFICIARY HAS SOME STANDING
PLAN VIOLATES “TOO GOOD TO BE TRUE” RULE
Winter 2022 Archive
Charitable Ways to Fund College
IRAs To Benefit Both Surviving Spouse and Charity
Inflation Hits §7520 Rates Too
Giving Extra to Charity With Remainder Trusts
Fall 2021 Archive
Charitable Gifts and Low Interest Rates Can Mix
Donors and Anonymity
Benefitting Multiple Charities With the Same Property
Too Young for Charitable Estate Planning?
Summer 2021 Archive
Charitable Remainder Trusts—Useful in Estates, Too
Powers To Revoke and Contingencies in Charitable Remainder Trusts
Charitable Options for Vacation Property
College Tuition, Charitable Remainder Trusts and Grandparents
Spring 2021 Archive
Custom-Made Trusts Address Donor Needs
Keeping a Bequest Secret
Advantages of Charitable Gift Annuities in Retirement
Charitable Bequest Planning for Clients Who Don’t Face Estate Taxes
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