Gift Type

Charitable Lead Trust: How To Accept

Coming Soon.

Charitable Lead Trust: Tax Issues

As with any sizeable gift, with a

Charitable Lead Trust: Assets That Fund

As is mentioned elsewhere but bears repeating, it would be very unsual to create a CLT for less than with an asset valued at $1 million.

Charitable Lead Trust: Who, Why, When

WHO: The core characteristics of a benefactor who is a potentially good fit for establishing a CLT with your organization are as follows:

Charitable Lead Trust: How it Works

A CLT is the opposite of a CRT (which can be read about here).

Sample Retained Life Estate Agreement

This agreement is just a sample for your reference. It should NOT be reproduced.

AGREEMENT OF LIFE TENANT AND REMAINDERMAN

Retained Life Estate: How to Accept It

All the normal review and gift acceptance procedures for outright gifts of real estate apply to a gift of a

Retained Life Estate: Tax Issues

There are a number of tax considerations that must be taken into account when helping a benefactor plan an

Retained Life Estate: Assets That Fund It

Two words you probably don't associate all that closely: "Generous" and "IRS". And yet, in truth, the IRS has been quite generous in its interpretation of what type of property can be considered for a

Retained Life Estate: How it Works

There are a number of factors that may make an

Gift Type

Coming Soon.

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