Gift Planning FAQs

Here’s a potpourri of questions and answers on how best to plan gifts for optimum benefit.  We’d be glad to respond to any and all questions you may have on how to custom-design your own philanthropy.

Gift annuities in a will? . . . more

Trusts for disabled family members . . . more

Sharing charitable bequests with a spouse . . . more

Cutting estate tax with trusts . . . more

Minimizing taxes on savings bonds. . . more

Archives:

May 2009 Archive
A Good Time to Give a House to Your Kids
Consider Contributing a Piece of Your Business
Enjoy Retirement, Then Leave Your IRA to a Good Cause!
Practical Will Planning

April 2009 Archive
A Legacy of Personal Values
Preparing for the Future by Trading Chores
Simple Estate Gifts from Financial and Brokerage Accounts
Property Ownership: The Parts May Be Worth More Than the Whole

March 2009 Archive
Gift Opportunities When Interest Rates Are Low
U.S. Savings Bonds: Lost, Mislaid or Expired

February 2009 Archive
No Minimum IRA Distributions Required for 2009
. . . But IRA Gifts Remain Attractive for Eligible Donors
Essential Ingredients for Any Estate Plan
Charitable Gifts from Estate Plans: More Popular than Ever
“Wealth Replacement” Can Facilitate Gift Plans

January 2009 Archive
“Do-It-Yourself” Estate Planning?
Assisting Parents with Gift Annuities
Estate Planning for Poor Health
Where Do You Live? (It's Not a Trick Question)

December 2008 Archive
Charitable Giving in Times of Economic Turmoil
Gift Annuities Can Enhance Financial Security
Charitable Deductions “Paid For” by Your Company

The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.

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