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The Question: When a Charitable Gift Annuity (CGA) is established, what are the critical factors in calculating the annuity payment? More>
All life-income gifts share a set of key characteristics. Which of the following are true? More>
TRUE or FALSE: It is possible for your organization to receive a testamentary gift even if the donor does not have a will. More>
We frequently have the opportunity to consider an offer of gifts of tangible personal property (TPP) to our organizations. What is the key caveat? More>
The Simpsons co-creator Sam Simon has announced publicly that he has terminal colon cancer and plans to give his fortune to charity. More>
Do you know what a codicil is and how it works? A codicil is a supplement that explains or modifies a will, or revokes part of one. More>
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. More>
Observations and Conclusions about Challenge and Matching Grants. More>