Donors transfer a life insurance policy to a charitable remainder unitrust and avoid income tax on the surrender of the policy. They are also able to obtain a current income tax charitable deduction, increase their retirement cash flow, and create a lasting legacy to support the treatment of brain tumors.

Think you know who your planned giving prospects are? You may want to think again! Think the best way to reach your prospects is through newsletters and brochures? You may want to think that one over, too! Focused on the wealthy? Another assumption you may want to reconsider! Read some surprising facts and insights which could change your thinking about how you identify planned giving prospects and market planned gifts. Whether you are a seasoned professional or new to charitable gift planning, you will not want to miss this thought-provoking article about the revolution in planned giving marketing.

By contributing low-yielding appreciated stock to a CRT, donors are able to fund their grandchildren's Section 529 plans, give to charity, avoid capital gains tax, and generate additional retirement income.

The IRS has announced the Applicable Federal Rates for February 2020, including the Section 7520 rate of 2.2%.