Sharpe Blog

Archive for March, 2017

Posted March 24th, 2017

Let’s Take a Look at the Estate Tax Charitable Deduction

The estate tax charitable deduction is different from the income tax charitable deduction in several important ways. First, the estate tax charitable deduction is allowed for a gift (bequest) to a foreign charity, such as a university in England. The income tax charitable deduction is allowed only for gifts to U.S. charities. That’s why some… read more

Posted March 13th, 2017

What Happens to Assets in the Cloud When You Pass Away?

Educating donors on having clear estate plans is a valuable service you can offer and one that may show reward in charitable gifts via bequests. We’ve seen what can happen to the most famous of us who pass away without plans in place (see “Lessons Learned From Prince’s ‘Estate Plan’” in September 2017 Give &… read more

Posted March 6th, 2017

It’s Important to Know About the “Partial Interest” Rule: Part 3

A lot of “planned” gifts are partial interest gifts that are deductible because of exceptions to the general rule of non-deductibility. For example, the gift of a remainder interest in a qualified charitable remainder trust is deductible. What about gift annuities? These are not partial interest gift plans. A gift annuity simply involves the transfer… read more

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