Charitable Gift Ideas to Consider in 2020
- Charitable gift annuities offer a variety of advantages for clients: (1) new retirees who want to switch stocks into fixed income arrangements can minimize capital gains tax and receive income tax deductions as well; (2) donors can dip into principal without fear of running out of savings; (3) annuity payments are partly tax free during a recipient’s life expectancy; and (4) larger charitable deductions may enable donors to itemize this year.
- Charitable remainder unitrusts enable clients to custom-design a gift plan that can increase annual income, reduce income taxes and capital gains taxes, assist worthwhile causes and accomplish personal goals, such as augmenting retirement savings, providing for college educations, assisting friends or relatives, providing money management to those who need it and other goals.
- Charitable lead annuity trusts can save clients considerable gift and/or income tax if established during periods of low interest rates.
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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: 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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