Planning

Feb
25
2006

 

Avoiding Problems in Charitable Gift Planning

Charitable giving may be done with the best of intentions on the donor's part, but unless it is done carefully, the donor may lose tax benefits that he or she hoped to obtain, and problems may also arise for the donee organization. In this article from the January 2006 issue of the Journal of Practical Estate Planning, Connecticut attorney Jonathan Tidd shares some practical insights into common issues that arise in charitable gift planning.

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Apr
01
2005

 

Recommended Reading: Tax Economics of Charitable Giving

WG&L's Tax Economics of Charitable Giving, 2004/2005 Edition is the successor publication to a long-standing title previously authored by one of the nation's top accounting firms and is now available exclusively from RIA. Technically complete yet written for the lay person as well as the expert advisor to donors, charitable organizations and fundraisers, Tax Economics of Charitable Giving is full of the practical guidance you need to take advantage of both present and future tax-saving opportunities.  MORE »
Feb
06
2003

 

National Association of Philanthropic Planners Slates 6th Annual Conference

The National Association of Philanthropic Planners (NAPP) will hold its sixth national conference in Rosemont, IL (adjacent to Chicago O'Hare airport) on May 1-3. Nationally recognized experts will discuss creative planning techniques for high net worth individuals; dealing with unique assets; integrated steps to achieving happy charitable clients; the uniform principal and income act; CRT versus private annuity; supporting organizations versus a private foundations; and more.   MORE »