by Frank Minton Gift annuities are more popular than ever, and charities are nervous. ... rates are low and stock markets are volatile. Fewer charitable remainder trusts have been established during the past three years, ...
Tuesday, June 1, 2004 - 3 comments - 0 attachments
... To: Sponsors and Friends of the American Council on Gift Annuities (ACGA) From: Lindsay Lapole, Chair of the ACGA ... concerned about the adequacy of reserves being held by charitable organizations in support of gift annuities. To correct this ...
Tuesday, September 9, 2008 - 0 comments - 0 attachments
... son (age 64) and daughter-in-law (age 60). [1] Are there gift tax implications to faher/donor? [2] I assume son and wife will receive ... appreciated securities (i.e. stocks) in exchange for the charitable gift annuity (CGA), then he will have to recognize a portion of the ...
Monday, August 4, 2008 - 16 comments - 0 attachments
... Comments by the American Council on Gift Annuities (ACGA) and the National Committee on Planned Giving (NCPG) on ... and Reporting Requirements for Cash and Noncash Charitable Contribution Deductions. November 5, 2008 ...
Tuesday, November 18, 2008 - 0 comments - 0 attachments
... submission, dated July 18, 2007, requesting income and gift tax rulings on the proposed transaction. The facts submitted and ... Contract. Taxpayer proposes to deduct as a charitable contribution the excess of the amount transferred to Charity over ...
Tuesday, November 25, 2008 - 1 comment - 0 attachments
... Protection Act, 1 the rules related to qualified charitable contributions have been "stepped up." This article will ... gains on appreciated assets An estate and gift tax deduction The creation of a lasting legacy with their ...
Tuesday, November 18, 2008 - 1 comment - 0 attachments
... 26, 2008 It seems like all the recent news about charitable uses of life insurance has only been one thing? BAD! From the 1980s ... reasons. Life insurance provides an "amplified" gift that enables you to purchase immortality on an installment plan . ...
Wednesday, April 2, 2008 - 27 comments - 0 attachments
... G. Tidd The Best of Intentions Charitable gift planning may be done with the best of intentions on the donor's part, but ...
Thursday, May 29, 2008 - 1 comment - 0 attachments
... cases for the donor to use non-cash assets to complete a gift. Remember that even the wealthiest donors are unlikely to keep more than a ... who itemized deductions reported over $41 billion in charitable contributions of non-cash property. While the number of ...
Tuesday, September 9, 2008 - 6 comments - 2 attachments
... proposed regulations include without limitation certain charitable remainder trusts (collectively CRTs) such as charitable remainder ... rate of return, and thus the value of the charitable gift: funds that are at least three years old use the highest of the three last ...
Tuesday, September 9, 2008 - 0 comments - 0 attachments