Life Insurance: How to Value
Valuing life insurance, when it's being used as a charitable gift, isn't quite as easy as it may appear on the surface. Let's take a look at why that is.
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Gift Planning
The Cost of Making a Gift
A donor wants to make a $20,000 outright gift to your organization. What's the difference to his bottom line if he: 1) writes a check for $20,000, or 2) gifts the stock, or 3) sells the stock and gifts the proceeds?
Trusts
Trusts are a key aspect of non-charitable estate planning. Yet they are important for gift officers to have a handle on, both because it works to your advantage to have a complex understanding of the potential goals and avenues available to your benefactors, and
Calculating Charitable Deductions
This page breaks down the rules involved in calculating the charitable deduction according to the following topics:
Series Limited Liability Company
Coming Soon.
Alternative Minimum Tax (AMT)
The Alternative Minimum Tax is a tax meant only for the wealthy, but one that has paralyzed much of the middle class for decades. Fortunately, as of the end of 2012, it has been permanently defanged. Granted, the AMT hasn’t gone away. But this law, which has been modified 19 times since 1969, will need no more patches.