Test Yourself - A Great Time for CRTs
"Our friends just set up a Charitable Remainder Trust and I'm curious: Does the number of beneficiaries of the trust affect the tax benefits?" Read on for the answer.
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Charitable Remainder Trust
More Charitable Remainder Trusts Coming
"The oldest of America’s 72 million baby boomers are turning 68 this year, the average age at which individuals create charitable remainder trusts. That's likely to produce a surge in such trusts in the next 20 years."
Life Income Gifts: Key Characteristics, Part 2
All Life Income Gifts (LIGs) share a set of key characteristics?
CASE STUDY: Transforming a CRT into Reliable Lifetime Payments While Preserving a Future Gift
In 2000, Mr. Dearborn used $1,000,000 to establish a CRAT trust that was to pay him $80,000 annually. It suffered fairly large losses during the ensuing decade, all while continuing to pay out $80,000 per year. What if it's exhausted before the charitable remainder gift can be made?
Converting a Cabin into Long-term Security
Russell and Kathryn are 60 and 59 years old, respectively, and have no children. Russell is a doctor, and Kathryn does not work outside of the home. They are deeply committed to their favorite charity and would like to make a significant gift.
Charitable Remainder Unitrust: Policies and Procedures
(SAMPLE)
Policies
Charitable Remainder Unitrust: How To Accept It
How do you help a donor set up a charitable remainder unitrust? More to the point, how do you accept a CRUT on behalf of your organization? It's a process that's bound to take several weeks to complete, but in truth it's not as complicated as it could be. Read on to find out more.
Charitable Remainder Unitrust: Assets That Fund It
Do you know how to help a donor convert a valuable asset into a charitable remainder unitrust (CRUT) through your organization? Check out the GPFG to learn more about the types of assets that can be used to fund a CRUT.
Charitable Remainder Unitrust: Who, Why, When
WHO: A benefactor is likely in the 50-to-75 age range who wants to make a gift to your organization and has a highly appreciated asset.