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Estate Planning Professional Publications

AICR's free publications for attorneys and financial professionals provide updates on a variety of tax and gift planning issues related to charitable gifts.

Browse titles and order online.

OR download free pdf versions:

Administration and Investment Strategies for a Charitable Remainder Trust

Charitable Remainder Trust Agreements Approved by the IRS

Minimizing Gift and Estate Taxes Through Charitable Trusts

Minimizing Income Taxes and Transfer Taxes with Charitable Gift Annuities

Planning and Drafting a Testamentary Charitable Remainder Trust

Planning and Drafting Charitable Gifts and Trusts with Real Property

Planning and Drafting Charitable Lead Trusts

Planning and Drafting Gifts and Trusts of Closely Held Stock

Selecting Assets for Charitable Gifts - Outright and in Trust

Supplementing Retirement Savings With Charitable Gifts

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Stay up-to-date on the latest news by checking our Planned Giving Update monthly.

Gift Calculator

Calculate planned gift options to find the solution that matches your intentions.

Charitable Giving
Tax Service Online

CGTS-Online covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more.

To register for this extremely useful tool, just click on CGTS-Online.

AICR's OFFICE OF
GIFT PLANNING

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:

1-800-843-8114
9 a.m. to 5 p.m. ET, Monday to Friday