Gift Planning Update
SECURE Act Alters Retirement Landscape
The SECURE Act, included in the year-end appropriations bill, should prompt clients to review beneficiary designations on their qualified retirement accounts . . . more
New Year, New Gift Annuity Rates
The American Council on Gift Annuities announced new recommended rates in November 2019 to take effect January 1 . . . more
Putting Charity in a Living Trust
In addition to the other advantages of revocable living trusts, they offer a variety of ways to make gifts to charity . . . more
Charitable Gift Ideas to Consider in 2020
Charitable gift annuities offer a variety of advantages for clients . . . more
Latest Gift Planning Articles from CGTS Analysis & Comment
The following articles are now available from the latest edition of the Charitable Giving Tax Service Analysis & Comment. To see the complete text, just click on the above link. Archived articles, and the full 1200-page gift planning library are available at no charge if you register and sign in to CGTS-Online, using the link on this page.
IRA CUSTODIAN CAN “HOLD” ACCOUNT UNDER GUISE OF INHERITED IRA
GIFT MEANT FOR CHARITY, NOT INDIVIDUAL
WILL CHALLENGE PROVES COSTLY TO BENEFICIARY
BENEFICIARY’S “HELP” AMOUNTS TO UNDUE INFLUENCE, COURT SAYS
PURCHASE PRICE SATISFIES WILL, IF NOT CHARITIES
NEW NAME, SAME TUNE
NO “REASONABLY CERTAIN BENEFICIARIES,” CAUSING TRUST TO PASS BY INTESTACY
TRUST DIDN’T FAIL, SO NO INTESTACY
FOUNDATION NOT “IN EXISTENCE” AT DEATH
Fall 2019 Archive
Appraisals a Vital Part of Substantiating Noncash Gifts
Stock Gifts with Dividends
Private Foundation: Custom-Designed Philanthropy
Gift Opportunities for Closely Held Corporations
Summer 2019 Archive
Maintaining Trust Qualification Requires Ongoing Vigilance
What Happens Later?
Restricting the Use of Contributed Property
Considerations When Making Charitable Bequests
Spring 2019 Archive
Life Insurance: It’s Not Just for Families Anymore
Sale to Charity Can Be a Bargain
Deferred Gift/Immediate Deduction
Where Two (or More) Trusts May Be Better Than One
Winter 2019 Archive
Beneficiary Forms: Making Them Achieve Clients’ Goals
Philanthropy—It's Not Just for “Old People”
Special Help for Some Beneficiaries
Add Charity to the Marital Deduction
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Charitable Giving
To register for this extremely useful tool, just click on CGTS-Online. AICR's OFFICE OF We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you. To reach an AICR Gift Planning staff person, send an e-mail to gifts@aicr.org or call:
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