KQED owes a great deal to the attorneys and to the financial and investment advisors whose clients have become important contributors. We are most pleased, accordingly, to offer planning resources to advisors that may be of assistance to them as they work with clients desiring to benefit KQED and other organizations.
Charitable Giving Tax Service for 30 years has been the gold standard for advisors and gift planners seeking a comprehensive reference guide to charitable giving. This 1,200 page, 12-chapter resource is thoroughly accessible through a detailed table of contents and key word search and retrieval. “CGTS Online” covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more. All the important IRS forms and specimen gift documents are at your fingertips, as well, and the bi-monthly Analysis and Comment newsletter covers new developments, cases and rulings in gift planning. CGTS-Online is written and continuously updated by staff attorneys of the R&R Newkirk Company. To register for free access to this extremely useful tool, just click here.
Discusses new cases, rulings and legislation pertinent to estate and financial planning and reports new developments in charitable giving techniques. Sign up to have the monthly tips emailed directly to you using our advisor's request for information form.
Condenses (almost) everything worth knowing about charitable gift planning into a comprehensive grid that sets out the essentials of outright and deferred charitable gifts. View the PDF of the grid, or view in paragraph form. You may print the pdf of the grid or the paragraphs yourself, or request a copy of the handy brochure of the grid using our advisor's request for information form.
Each month the IRS provides various prescribed rates for federal income tax purposes and calculation of charitable gifts. These rates, known as Applicable Federal Rates, or AFRs (also called §7520 rates), are published monthly by the IRS. Learn the benefits of electing a higher or lower rate for charitable gifts.
Securely (and anonymously, if you wish) calculate the benefits of a charitable remainder trust or other "split-interest" gifts yourself or request a personalized gift illustration to be mailed directly to you by providing required information on our advisor's request for information form.
Visit KQED pages to review our bequest language, learn how to transfer securities, identify our professional advisors, or contact us using our secure form or by email, phone, or mail. Please let us know what additional information we can provide to you for working with your clients or notify us of any existing gifts among your clients.
You have left www.kqed.org/giftplanning and are now on the R&R Newkirk Web Site. KQED is partnering with R&R Newkirk to offer their research resources to professional advisors, without charge. KQED is not engaged in rendering tax or legal advice.
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