Gift Planning Tips

SECURE Act Alters Retirement Landscape
The SECURE Act, included in the year-end appropriations bill, should prompt clients to review beneficiary designations on their qualified retirement accounts . . . more

New Year, New Gift Annuity Rates
The American Council on Gift Annuities announced new recommended rates in November 2019 to take effect January 1 . . . more

Putting Charity in a Living Trust
In addition to the other advantages of revocable living trusts, they offer a variety of ways to make gifts to charity . . . more

Charitable Gift Ideas to Consider in 2020
Charitable gift annuities offer a variety of advantages for clients . . . more


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 here. Archived articles, and the full 1200-page gift planning library are available at no charge if you register and sign in to CGTS-Online.

IRA CUSTODIAN CAN “HOLD” ACCOUNT UNDER GUISE OF INHERITED IRA

GIFT MEANT FOR CHARITY, NOT INDIVIDUAL

WILL CHALLENGE PROVES COSTLY TO BENEFICIARY

BENEFICIARY’S “HELP” AMOUNTS TO UNDUE INFLUENCE, COURT SAYS

PURCHASE PRICE SATISFIES WILL, IF NOT CHARITIES

NEW NAME, SAME TUNE

NO “REASONABLY CERTAIN BENEFICIARIES,” CAUSING TRUST TO PASS BY INTESTACY

TRUST DIDN’T FAIL, SO NO INTESTACY

FOUNDATION NOT “IN EXISTENCE” AT DEATH


Fall 2019 Archive
• Appraisals a Vital Part of Substantiating Noncash Gifts
• Stock Gifts with Dividends
• Private Foundation: Custom-Designed Philanthropy
• Gift Opportunities for Closely Held Corporations

Summer 2019 Archive
• Maintaining Trust Qualification Requires Ongoing Vigilance
• What Happens Later?
• Restricting the Use of Contributed Property
• Considerations When Making Charitable Bequests

Spring 2019 Archive
• Life Insurance: It’s Not Just for Families Anymore
• Sale to Charity Can Be a Bargain
• Deferred Gift/Immediate Deduction
• Where Two (or More) Trusts May Be Better Than One

Winter 2019 Archive
• Beneficiary Forms: Making Them Achieve Clients’ Goals
• Philanthropy—It's Not Just for “Old People”
• Special Help for Some Beneficiaries
• Add Charity to the Marital Deduction

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