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Highlights from the ACGA Conference
The American Council on Gift Annuities’ (ACGA’s) primary activity is to publish suggested maximum charitable gift annuity rates, and they have been doing so since 1927. ACGA holds a biennial conference. Here are some highlights from the April 2016 conference…
The Most Adaptable of Gifts
Charitable Gift Annuities (“CGAs”) are a wonderful split interest gift arrangement. The donor receives an income stream, receives an income tax deduction, and if the CGA is funded with appreciated assets, is able to avoid a portion of the capital…
Funding a Charitable Remainder Trust with Real Estate
As real estate values have come back into prominence as a significant component of one’s net worth, real estate has increasingly become the asset of choice as the funding vehicle for use with the Charitable Remainder Trust (CRT). This brief…
The Wise Overseer
As Published June 2014 – Focus on the Family FAMILYWISE NEWSLETTER Sometimes the most fertile fields are those that have lain fallow for years, but sometimes fields that have been neglected produce quite the opposite effect. Neglect and mismanagement can drain…
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