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Planned Giving Design Center, LLC
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: Topic (Public)
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Tue
02
Dec
General Discussion
pooled income fund real estate
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1 comment
“
Colleagues, We could use your help. In 2003, PGDC wrote a wonderful article on pooled income funds and how universities and colleges are leading the way with PIFs created for the purpose of holding university real es ..
”
Tue
18
Nov
General Discussion
Valuing CRUTs with Variable Annuities with Guarantees
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Mon
28
Jul
General Discussion
end of retained life estate
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7 comments
“
nativity set | christmas nativity | outdoor nativity |
”
Thu
23
Oct
General Discussion
Commercial annuity inside a lead trust
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Wed
24
Sep
General Discussion
Working with Family Businesses (Succession Planning)
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2 comments
“
Every family business at some point has met with and works with several trusted advisers that all claim to do the same work- insurance agents, financial planners, accountants, attorneys. My first concern is that owners ..
”
Mon
04
Aug
General Discussion
gift of CGA
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16 comments
“
Foundation should be the named beneficiary in the gift annuity contract -- the remainder could then be placed into a donor advised fund (DAF) at the Foundation. The donor, as advisor to the fund, may then be able to cha ..
”
Fri
19
Sep
General Discussion
Can a CRT be an "Accredited Investor?"
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1 comment
“
Here is the SEC's definition: http://www.sec.gov/answers/accred.htm Trust need to have assets of $5M+ in order to be accredited. Hope this helps, Mary Beth Healy
”
Wed
24
Sep
General Discussion
IRA Charitable Rollover Update
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Mon
15
Sep
General Discussion
forgiveness of loan from crut
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3 comments
“
The CRUT can extend credit to an arms length buyer in order to liquidate CRUT assets, but if the extension of credit is to the CRUT grantor or another disqualified person, it would constitute a prohibited transaction. E ..
”
Tue
12
Aug
General Discussion
Loan to fund CRT
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5 comments
“
I'm a little confused. Most of the CRTs that I deal with the donor is looking for a bypass of capital gains. It sounds to me that if a loan is used to fund the CRTs then there wouldn't be any capital gains bypass when ..
”
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PGDC Discussion Forum
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PGDC
Planning
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Content type
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all
» Topic (Public)
Date authored
2008
(31)
