Mar 1, 2008

Charitable Giving: Some Simpler Strategies

Jane Peebles penned the article, “Charitable Giving: Some Simpler Strategies,” which examines gifts of a remainder interest in residences and charitable gift annuities and how these strategies can be employed by clients low on expendable income when looking for an easy and inexpensive way to increase their cash flow. By breaking down the basics of these two charitable planning strategies and their subsequent tax considerations and consequences, Jane examines how the techniques may appeal to donors depending on their situation and goals.

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