Planning Matters

The Use of IRAs and Trusts in Charitable Planning

A client has many options with regard to charitable giving. Structuring their charitable plan to meet their objectives and provide the best tax consequences must always involve analysis under current law and interest rates, with awareness of potential law changes.

Giving Retirement Assets to Charity, Tax-Free

Help your clients make the gift of a lifetime, during their lifetime.

Assisting Your Clients With Year-End Giving

Do you have a client who could benefit from a charitable deduction this year but who isn't sure about which charities to support?

Component Fund or Individual Trust?

As a professional advisor your clients look to you for tax-wise advice regarding a variety of issues, including how best to structure planned gifts for charity.