Charitable structures and wealth-transfer strategies can complement each other in an overall wealth management plan, while benefiting society in the process.
There are a number of commonly used charitable structures that you can tailor to your family's short- and long-term needs. Our chapter on charitable giving looks at the pros and cons of the different options, including important tax implications.
The rates used to determine charitable deductions are historically low right now (the lower the rate, the higher the deduction). To take advantage of these circumstances, consult your tax advisor as you plan your charitable giving strategy, while benefiting society in the process.
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Planned properly, charitable giving can bring personal benefits to you, the donor, serving as an effective tool in your overall wealth management strategy.
Gift annuity: Two birds, one stone: Benefiting others in the near term and yourself over the long term
The charitable gift annuity is among the most popular forms of deferred charitable gifts. It allows you to donate to your favorite established charity in exchange for an annuity paid to you and/or other named beneficiaries.
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Charitable remainder trust: How supporting the arts can double as a sound personal investment
The CRT is a popular vehicle for deferred giving. The transfer is accomplished by creating a trust that pays income to individuals during the trust’s existence, with the remainder in trust going to charity.
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Charitable lead trust: Investing in future generations
Important gift tax and estate planning objectives can be achieved through the use of a CLT, which provides a charity with income for a set period, with the remainder going to a family member or noncharitable beneficiary.
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