Gift annuities (CGAs) have existed in the US for more than 150 years (and in Europe since the Middle Ages)! While they are the most…
Since starting this webinar series, I have enjoyed writing and speaking about timely tax issues, unique gift transactions or hot asset classes. This month, I…
Gift annuities are the oldest, simplest, and most popular life income giving vehicle (there are more gift annuities than all other split interest gifts combined!). …
Three Advanced CGA Applications The Now-N-Later Impact CGA, Testamentary Stretch IRA CGA and Crypto CGA Gift annuities are the oldest, simplest and most popular life…
Most of us are aware that IRS will disallow a claimed deduction for a noncash contribution in excess of $5k, other than marketable securities, unless…
One year ago, many of you probably didn’t know there was even such a thing as a Zoom consultant. And you probably had also never…
What It Is, What It Isn’t, When It Works and When It Doesn’t With so much economic volatility over the last 15 years, charities are…
The most recent donor data comes from 2018 where individual taxpayers reported noncash contributions totaling $83.5 billion, more than a third of all income tax charitable…
Happy New Year Everyone! I first have to say that I am glad we all survived 2020 (especially December!). In 2020, we set records across all…
Cryptocurrency has been in the news recently for a couple of reasons, and we thought it might be helpful to share our perspective on this interesting asset for charitable giving purposes.
Thanks for subscribing! Please check your email for further instructions.