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November 17, 2008

Planned Giving: The 2008 Charitable Remainder Annuity Trust

The November/December issue of Advancing Philanthropy, the bimonthly magazine dedicated to ideas and strategies pertaining to fundraising which is published by the Association of Fundraising Professionals, contains an article I wrote regarding Charitable Remainder Annuity Trusts combined with life insurance. As charities struggle to maintain gift levels, the article illustrates how CRAT's can help charity and the individual. The article contains case studies applying the concept to particular client situations. It is reproduced here.  (It will take a minute to download.)

Posted by John Dedon on November 17, 2008 at 08:00 AM in Advanced Estate and Tax Planning, Charitable Planning, DC Estate Planning, Fundamental Estate Planning, Maryland Estate Planning, Virginia Estate Planning, Wills and Trusts |

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