Category Archives: Advanced Concepts

Overview of the Taxation of Life Income Vehicles: Charitable Remainder Trusts vs. Charitable Gift Annuities

Specific charitable giving techniques provide a unique opportunity for donors to simultaneously support meaningful causes and benefit from income from the gift. Two significant vehicles of charitable giving – Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs) – offer donors tax benefits, income streams, and the satisfaction of contributing to their chosen charities. ToContinue reading “Overview of the Taxation of Life Income Vehicles: Charitable Remainder Trusts vs. Charitable Gift Annuities”

Transformational Charitable Gifts Through Collaboration

As an advisor, one of the most gratifying things you can do is help your clients make a transformational charitable gift. Unfortunately, many clients underutilize their advisor team when it comes to giving. Maybe they believe their advisor would not consider it important enough to discuss. But I believe that advisors can help their clientsContinue reading “Transformational Charitable Gifts Through Collaboration”