Retirement Plans: Questions to Ask
Four Questions to Ask: (and the answers you should have handy)
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Retirement Plans
Retirement Funds: Things You Must Know
A quick look at 13 things you need to understand about retirement funds and how they work with charitable giving.
Course 6 - Introduction to Assets
By understanding the benefits of gifting different asset types, you can provide true value and become a differentiator for your donors. And the value you add may well result in a gift larger than the donor thought possible.
Think About it - The Roth IRA
What's so great about the Roth IRA, and why does congress continue to support it, even though it means an ultimate loss in tax income for the government?
Going, Going, Gone ... the IRA Charitable Rollover
It’s been said that all good things must come to an end, and by all indications that is true for the “IRA Charitable Rollover." Pretty much everyone agrees that Congress will not be renewing it after this year.
Providing for Both Charity and Loved Ones at the End of Life
How can Cathy make a gift through her estate plan that will take care of living relatives AND provide a significant gift for the Symphony?
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.
Becoming the Beneficiary
Yuan is a career librarian, now retired. She has always worked hard and lived simply, and has savings of nearly $100,000 as a result. But Yuan has suffered numerous health issues in recent years.
Good Things (And A Bad Thing) About An IRA Gift
Stephen, who recently passed away, had an estate valued at approximately $700,000, with $100,000 of it in an IRA. When he was planning his estate, he knew he wanted to make a significant charitable gift at his death, and leave everything else to his two children.
How did gift planning help Stephen with these two goals?
Everyone Wins With a Gifted Retirement Fund
See why it is often WAY better for a donor to testamentary gift of a retirement fund as opposed to making a simple bequest.