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Category Archives: Charitable Planning

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Give From the Heart and the Head with a Charitable Remainder Trust

Posted in Charitable Planning, Estate Planning, Insurance, Life Insurance, Nonprofit Organizations, Trust Administration, Uncategorized
The holidays always put me in the mood for giving, and I hope to continue that charitable spirit into the New Year with this post on charitable remainder trusts (CRTs). Almost everybody knows that they can claim a deduction on their income tax returns for gifts they make to charities, but many are unaware of… Continue Reading

Using Community Foundations for More Effective Charitable Giving in Your Estate Plan

Posted in Charitable Planning, Estate Planning, Estate Tax Planning, Income Tax Planning, Nonprofit Organizations
Families at all levels of wealth commonly include charitable giving as a part of their estate plans.  This is gratifying for the families, and absolutely essential to maintaining and building excellence in so many civic areas, including hospitals, social services, conservation, the arts, and education. It’s also true, however, that the business cultures of the… Continue Reading