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Detailed discussion of specific planned giving tools and structures, such as bequests, charitable gift annuities, trusts, and beneficiary designations. Articles focus on how these vehicles work and when they are most appropriate.
Discover how to make a charitable gift from your retirement account with these 10 powerful tips. Maximize tax benefits and leave a lasting legacy.
Donating from your retirement assets can potentially save your heirs from double taxation. By making a gift to a 501(c)(3) nonprofit, there’s no income or estate or inheritance tax due on your retirement plan assets passing to them. Plus, you can also take advantage of the IRA Charitable Rollover or make gifts that count as your RMD. And the best part? You can make a big impact on a cause you care about while investing in your own legacy and long-term happiness. Find out more about the benefits of donating from your retirement plan.
Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).
Charitable gift annuities are a dynamic planned giving vehicle that can provide a major gift to a nonprofit while also delivering peace of mind to your major donor.
Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift. Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!
Don’t let legislation paralyze your planned giving marketing efforts.
Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.
Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”
“Dad, you are sitting on Apple stock. Why don’t you donate some, avoid capital gains tax, get a deduction, and receive guaranteed income for life—some of it tax-free?” “Is that legal?” he asked.
With the recent plunge in the value of investment portfolios, some chief financial officers and development professionals are wondering whether they should remain “in the business” of offering gift annuities to their donors.
Free Online Will & Estate Planning Tool for Charitable Giving
A donor-facing estate planning tool designed to help document charitable intent.
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