< Back to Video Library Charitable Remainder Trusts Our Virtual Planned Giving Specialist, Carla, will walk you through how toContinue reading “Development Officer Video Training: Charitable Remainder Trusts”
Tag Archives: charitable remainder trust
Capitalize on the SECURE Act 2.0
A Reminder to Promote CGAs and CRTs to Your Donors As you are likely aware, the SECURE Act 2.0, signedContinue reading “Capitalize on the SECURE Act 2.0”
Maximizing Charitable Impact with CRTs – Part 2
Mastering CRTs With 90% of high-net-worth wealth held in assets other than cash, Charitable Remainder Trusts (CRTs) can unlock generousContinue reading “Maximizing Charitable Impact with CRTs – Part 2”
Unlocking the Potential of Charitable Remainder Trusts (CRTs) – Part 1
Including a Tip Sheet As many of you approach the next fiscal year, we are writing to encourage Gift PlannersContinue reading “Unlocking the Potential of Charitable Remainder Trusts (CRTs) – Part 1”
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 fromContinue reading “Overview of the Taxation of Life Income Vehicles: Charitable Remainder Trusts vs. Charitable Gift Annuities”
The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks
The SECURE Act brought one particular cause of concern to many people. It requires non-spouses who inherit IRAs to emptyContinue reading “The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks”
Testamentary CRUT with Income Between Spouse and Charity
What happens with a testamentary charitable remainder unitrust (CRUT) if the trustee has the discretion to distribute between the charityContinue reading “Testamentary CRUT with Income Between Spouse and Charity”
Real Estate Scenarios with Bryan Clontz
Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® Bryan Clontz is the founder and president ofContinue reading “Real Estate Scenarios with Bryan Clontz”
The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution
The Demise of the “Stretch” IRA The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on JanuaryContinue reading “The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution”