Letting a CGA Get Lunch

Marianne is a widow in her early 80s. She and her husband Richard both grew up in Seattle, and were married for more than 50 years before Richard passed away. Marianne has no children, and has always assumed that she would divide her estate between her two favorite charities.

Crummey Trust

If someone has created a Crummey Trust you can be quite certain they're doing so in part to limit their estate tax liability.
A Crummey Trust is ideal for parents or grandparents who have some combination of the following factors:

Real Estate

Do you know what to do if someone wants to make a gift of real estate to your organization? Check out the GPFG to learn more about this great opportunity for many donors and nonprofits.