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.

Outline:

Charitable Tax Planning – Frey

Charitable Estate Planning

Articles:

Workshop Video:

Part 1:

Part 2:

Part 3:

Part 4:

Part 5: