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gift planning
Monthly Planning Tips

Charitable Gift Annuities vs. Commercial Annuities
We are sometimes asked how charitable gift annuities compare to commercial annuities offered by insurance companies. One big difference is that charitable gift annuities result in gifts to our programs that average about 50% of the amounts transferred by donors . . . more

Why Are Gift Annuities So Popular with Women?
The majority of recipients of charitable gift annuity payments are women. Why should gift annuities have particular appeal to female supporters?. . . more

Change-Your-Mind Gift Options
A wide variety of gift techniques are available to donors who want to support our programs but feel they need to keep full control of their financial resources during life . . . more

Be sure to check this site each month for new planning ideas. If you would like to receive our Monthly Planning Tips by e-mail each month, please click here.


Archives:

June 2008 Archive
Choosing the Trustee – An Important Decision
Gifts That Solve a Problem
A “To-Do” List for Vacation Planning
Gift Opportunities with Vacation Property

May 2008 Archive
Planning Your Bequests
Cash In Valuable Collections, Tax Free
Grow Your Retirement Nest Egg with a Gift

April 2008 Archive
Planning Your Estate If Federal Estate Taxes Won’t Affect You
Tax Savings May Still Be Available, Even without Estate Taxes
Lifetime Gift Arrangements Take on More Importance

March 2008 Archive
Planning for Disability
Gift Opportunities of Business Owners
Special Needs Trusts Offer Solutions
Best Gift Ideas When Interest Rates Decline

February 2008 Archive
Setting Investment Goals
A Trust for You, Your Family and Our Future
Estate Gifts That Save Taxes

January 2008 Archive
Estate Planning for the “Brady Bunch”
– Avoiding Accidental Disinheritance

Johnny Appleseed: Planned Giving Pioneer
Coping with Low Interest Rates

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.

Copyright © 2008 by R&R Newkirk. All rights reserved
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You have left 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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