Charitable Giving – Charitable Trusts

  • Types of Charitable Gifts
  • Income Deductibility of Charitable Gifts
  • Deduction Priorities
  • Charitable Remainder Trust: Deduction, Capital Gain Avoidance
  • Charitable Trust Accounting
  • Asset Funding Selection
  • Annuity vs. Unitrust
  • Standard, Net Income, Make-up
  • Wealth Replacement Trust
  • Charitable Lead Trust
  • Charitable Trusts and Retirement Plans
  • Donor Advised Funds
  • Community Foundations
  • Private Foundations