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Monthly Gift Planning Tips

Valuable Resources for You and Your Clients 


Second-hand Philanthropy 

Many older couples are in a catch-22 situation with their itemized deductions . . . more  


Time to Revisit Formula Bequests 

Clients sometimes suggest that their estate plans leave any portion that exceeds the estate tax credit shelter in effect at their deaths to charity, thus ensuring zero federal estate tax . . . more  


Make Sure Gifts and Bequests Can Be Used 

Occasionally, charities must decline or disclaim charitable gifts and bequests because of potential problems . . . more  

Exceptions to the Partial Interest Rule 

Generally, no charitable deduction is available for a gift of a partial interest [Code §170(f)(3)(A)] . . . more  



Content courtesy of R&R Newkirk.

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