Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities

On May 5, 2020, Jane Peebles presented "Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities" at the Orange County Advisors in Philanthropy. She published an accompanying article that explores the ins and outs of different types of Charitable Remainder Trusts (CRT) and Charitable Gift Annuities (CGA). Additional materials cover CRUT distribution tiers and CGA rates, agreements, and computation. Flip charitable remainder unitrusts, spigot net income with makeup charitable remainder trusts and deferred charitable gift annuities offer flexible retirement planning strategies for clients with highly appreciated assets, clients who don’t need immediate income, and professionals who have maxed out their retirement plan contributions.