Charitable Remainder Trusts Our Planned Giving Specialist, Carla, will walk you through how to discover a Charitable Remainder Trust and all of the benefits they can provide to the donor and the organization simultaneously.
Tag Archives: charitable remainder trust
Capitalize on the SECURE Act 2.0
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Maximizing Charitable Impact with CRTs – Part 2
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Unlocking the Potential of Charitable Remainder Trusts (CRTs) – Part 1
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Overview of the Taxation of Life Income Vehicles: Charitable Remainder Trusts vs. Charitable Gift Annuities
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The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks
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Testamentary CRUT with Income Between Spouse and Charity
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Real Estate Scenarios with Bryan Clontz
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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
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