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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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