Sometimes in charitable gift planning it’s necessary to design a gift plan to meet complex donor objectives. For example: Donor wants to benefit CHARITY A and also provide an income for his son. The problem is that the son is only 49 years old and is severely disabled with a birth defect. If Donor is …Read More
Lots of individuals have used real estate to make charitable gifts. The question for today is, when is the gift deemed made? To keep things simple, let’s assume: the real estate is environmentally clean undeveloped land; the donor holds legal title to the land (i.e., the land isn’t held in a corporation, LLC, or other …Read More
Planned giving officers must at some point deal with death and the emotional, legal and financial issues that arise when a donor passes away. The March/April 2019 issue of Give & Take features a panel discussion with me and my colleagues, Laura Knitt and John Jensen, on some of the most commonly asked questions we …Read More