General

Bulk operations
Rated
More on gifts of retirement accounts; this exploration around testamentary gifts.
0
9 Aug 2016 | General | National Publication | News story
Heady news from around the web as the service proposes sweeping changes to intra family discounting.
0
Dr. James visits some of the complexities of utilizing retirement plan assets as charitable gifts.
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27 Jul 2016 | General | National Publication | News story

A varied assortment from around the web this week.

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Dr. James moves his discussion on charitable gifts of life insurance to the rules on creating a new policy specifically to benefit charity.
0
Life insurance gifts to charity are often overlooked or forgotten. Dr. James provides clear understanding of how such gifts work.
5
Dr. James continues revealing uses of life insurance in charitable planning, now focusing on irrevocable life insurance trusts.
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We begin the exploration of gifts of life insurance with Russell James.

0
We conclude the exploration of Charitable Lead Trusts by reviewing Grantor Lead Trusts.
4
28 Jun 2016 | General | National Publication | News story
A feast of interesting topics from around the web highlight this mid summer's edition.
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We dive deeper into Charitable Lead Trusts with part 2 of Russell James' exploration and analysis.
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16 Jun 2016 | General | National Publication | News story
Lots of newsworthy items on the web including new stats on increased giving and more IRS transparency.
0
We begin our examination of Charitable Lead Trusts with Part 1 of 3 with Russell James.
3
9 Jun 2016 | General | National Publication | News story
No, this isn't the Enquirer, but Hollywood estate plans sure are in the news.
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We conclude the deep dive into charitable remainder trusts by exploring the variations available and their applications.
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7 Jun 2016 | General | National Publication | News story

A look at the ethical roots of the donated dollar highlights this weeks news from around the internet.

0

Russell James continues part three on charitable remainder trusts.

5
23 May 2016 | General | National Publication | News story
Summer is unofficially here and the news is brighter than a summer's day.
0
We continue our deep dive into Charitable Remainder Trusts with Russell James.
0

Russell begins his deep dive into one of our most important tools, the charitable remainder trust.

4.25
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7520 Rates: September 1.4% August 1.4% July 1.8%

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Recent activity

13. Charitable Lead Trusts, Part 3 of 3

12. Charitable Remainder Trusts, Part 1 of 4

12. Charitable Remainder Trusts, Part 3 of 4

4. HOW TO DOCUMENT CHARITABLE GIFTS, Part 2 of 2

Simple Gifts and Planned Gifts

8. Introduction to Charitable Gift Annuities, Part 1 of 3

6. Income Limitations on Charitable Deductions, Part 2 of 3

IRS and Other News from Around the Web