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Daily Expert CommentaryExpert insight on the latest in charitable planning news and events. |
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Recent Commentary
Rate for Charitable Calculations Remains Consistent at 1.6%
In Rev. Rul. 2022-3, the Service announced the Section 7520 rate for February will remain consistent at 1.6%. The average rate for 2021 was 1.07%, while the average rate for 2022 so far is stable at 1.6%.
IRS Updates Applicable Federal Rates for February 2022
The IRS has announced the Applicable Federal Rates for February 2022, including the Section 7520 rate of 1.6%.
Funding a Section 529 Plan
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.
An Insider's Guide to an Effective Charitable Gift Annuity Program-
An efficient and well‐marketed CGA program will lead to more satisfied donors and more dollars for your organization. This article provides specific steps that a large or small organization can take to increase the efficiency and effectiveness of its CGA program. Topics addressed include: getting support from a board of directors, gift administration and accounting, choosing and working with a service provider, compliance, marketing, data collection, and staff training.