A charitable gift annuity also offers benefits to the donor as well as to a designated charity. As the donor, you would make a one-time gift of cash or securities (though some states allow gifts of property or closely held stock as well) to a charity. In return, the charity will provide you with annuity payments for life from the charity. You determine when the annuity payments begin. Topics covered in this report include: The Gift and Estate Tax Tax Benefits of Gifting Direct … [Read more...] about Free Report: Charitable Gifting in California Through Your Estate Plan
Charitable planning
Thinking of Charitable Giving? Consider a CRT
Estate planning is more than creating a will or thinking about the kinds of advance medical directives you want to have in place. It’s also about considering how you want to be remembered after you die and whether you want to make charitable donations a part of your legacy. If you are thinking of giving to charity through your estate plan you may want to consider a CRT, short for a charitable remainder trust. While these trusts are a little complicated and you should discuss them in more depth … [Read more...] about Thinking of Charitable Giving? Consider a CRT
A Charitable Trust – Not Just For The Wealthy
For many people, the chance to use your wealth to support a worthy cause or charity is one of the great joys of developing an estate plan. While you can choose to give gifts now or donate them through your estate, you may want to consider establishing a charitable trust. Charitable trusts give you a wide range of options when choosing how to leave your gift, and they are not only for the wealthy. If you haven't thought about a charitable trust before, here are several issues you may want to … [Read more...] about A Charitable Trust – Not Just For The Wealthy
