For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...

The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those who are unfamiliar, this was one of the ...

Michelle S. Gollapalli, a fundraiser in Philadelphia, wrote to ask for advice about a challenge her organization faces as it runs a capital campaign. First, some organizations value a charitable gift ...

Property transferred in return for a charitable gift annuity could fall into the general definition of “debt financed property” in IRC Section 514(b)(1) because the charity acquires the gift subject ...

Charitable gift annuities, an increasingly popular financial tool for investors seeking a reliable stream of retirement income, are getting riskier as some strapped nonprofit groups struggle to make ...

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...

A charitable gift annuity is a contract between you and Jewish Federation of Metropolitan Chicago. You transfer property to Jewish Federation of Metropolitan Chicago. In exchange we pay you fixed ...

We're in a moment when more Americans are thinking about security, legacy and simplicity at the same time. A charitable gift annuity can check all those boxes. The key is making sure it's presented at ...

A charitable gift annuity offers an interesting and beneficial option to the philanthropically-minded individual. Not only does this arrangement allow you to support your favorite charitable ...

Our writers and editors used an in-house natural language generation platform to assist with portions of this article, allowing them to focus on adding information that is uniquely helpful. The ...