The Sometimes Complicated World of Charitable Giving
Do our clients have charitable intent? Do they realize they have such intent? Do they have the funds or property available with which to fulfill their charitable giving goals? Do they know how to structure charitable gifts in a way that will give them maximum personal satisfaction and tax benefits and at the same time confer a real benefit on the charitable donee? As estate planners, we can be of extraordinary assistance to our clients in successfully resolving these questions.
During this teleconference, we will look at the following:
- An overview of tax deductions available for contributions to or for charity
- Trusts and other mechanisms by which to make charitable gifts
- Using IRA or qualified plan proceeds to fund charitable gifts
- Issues associated with transferring closely-held business interests to charity