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Daily Expert CommentaryExpert insight on the latest in charitable planning news and events. |
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Recent Commentary
How to Talk to Prospects: Negotiating the Major and Planned Gift
This article addresses how easily gift planning options and ideas can be included in a marketing plan and then into each conversation with likely prospects, not just the super wealthy you've already identified. The misguided belief that you need to be technically proficient before you bring up planned giving is squashed; it is not a concern so long as you have experts in the wings to call in for the relatively few complex arrangements you may be lucky enough to experience. Lots of donor stories highlighting conversations that introduce gift planning concepts are included.
Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts
A DAF allows a donor to avoid gain on the sale of an appreciated asset and to steward gifts to charity over time.
Rate for Charitable Calculations Falls to 5.2%
In Rev. Rul. 2024-15, the Service announced the Section 7520 rate for August will fall to 5.2%. The average rate for 2023 was 4.88%, while the average for 2024 is 5.23%.
Sale of Farm Land-
A CRT can defer taxes on the sale of farm land while providing a charitable income tax deduction and, most importantly, a gift to charity.