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”
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”
Since our blog is named blendedgifts.com, it’s only fitting to pay homage to Bob Sharpe Jr., who was not only an icon in the field of planned giving, but he also helped to create one of the most common blended gift tools used today: the “virtual” endowment.