Life Income Gifts: Key Characteristics, Part 2
All Life Income Gifts (LIGs) share a set of key characteristics?
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Gift Planning
Life Income Gifts: Key Characteristics
All life-income gifts share a set of key characteristics. Which of the following are true?
The Testamentary Gift Question, Page 2
TRUE OR FALSE:
It is possible for your organization to receive a testamentary gift even if the donor does not have a will.
A Donor Has Concerns About Retirement Income
Layla Middleton is a loyal supporter of your organization. At 55, she owns her own business and throws a huge amount of energy into her work. She's single, no kids. You've asked her for a major gift, but she's been hesitant. What's a good way forward?
Can I Accept This Gift of Tangible Personal Property?
We frequently have the opportunity to consider an offer of gifts of tangible personal property (TPP) to our organizations. What is the key caveat?
Simpsons Creator Sam Simon Leaves Fortune to Charity, Reflects on Lifetime of Giving
The Simpsons co-creator Sam Simon has announced publicly that he has terminal colon cancer and plans to give his fortune to charity.
Lessons from James Gandolfini's Will
Paul Sullivan's recent article in the NYT, A Public Debate of the Wisdom of Gandolfini’s Will, is of interest to those of us who want to understand the basics of estate planning.
A Donor Has Concerns About Retirement Income, Part 2
A business owner is rightly worried about retirement income, since she won't be receiving a corporate pension or other benefits. How can you help her get retirement security and make a gift to your organization?
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?