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Week 5 : Charitable Income and Tax Planning Issues

In the Charitable Income & Tax Planning Issues session we discuss Community Foundations, Private Family Foundations, Charitable Gift Annuities and Charitable Remainder Trust. Charitable tools work well with someone who has low basis assets (highly appreciated) and needs more income.

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OUTLINE:

Outline – IYE Week 5 – Charitable Tax Planning – Frey
Outline – IYE Week 5 – DBM – Charitable Giving Income and Taxes

ARTICLES:

A Stanford psychologist says these 6 things are the keys to happiness and success
A Golden Age for Real Estate Gifts
The Tax Advantages of DAFs
‘Wait A While’ Trust
‘Give It Twice’ Trust
Donor Advised Fund or Private Foundation
You Won’t Believe the Overhead Costs at These 10 Nonprofits
The Best and Worst Way to Pick a Charity
Charitable Plans for a Commercial Building Valued at $2M
More Money, More (Tax) Problems
Charitable Trusts – Advanced Planning Tips
Billionaires’ wealth is skyrocketing – Their philanthropy is not
New Ideas for Charitable Remainder Trusts
The Allure of Charitable Trusts
Donor-Advised Funds – 10 Essential Things to Know
Wall Street Muscles In
Buffett Tops 13 Biggest Donors of 2012
Why Generosity is Good for YOU
A Donor’s Declaration of Independence – Understanding Endowments

Boone Calls the Plays as Largess Complicates Life at Alma Mater
Charitable – Pledge to Give Away Fortunes Stirs Debate NY Times 11-10-2010
Tax Rules for Deducting Donations
10 Things Advisors Need to Know About Charitable Giving
Charity begins at home
Five Fascinating Philanthropists
The Quest for the Right Bequest
Should Philanthropies Operate Like Businesses
Tax Write-Off Now, Charity Later
Charitable Donations from your IRA
Will Money Make You Happy?
Charitable Gift Annuity Reinsurance
Affair of the Heart – Charitable Giving
Philanthropies are learning to cope and even prosper in a tough economy
The wealth revolution is changing the way Americans give to charity
Charitable Gift Annuity NY Times article
Estate Tax Debate – Choosing Children Over Charity
Buffet’s ‘well lawyered’ estate plan saves billions
Tough Love – kids or charity?

WORKSHOP VIDEOS:

Part 1:

Part 2:

Part 3:

Part 4:

Part 5:

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