Philanthropic Planning

Home| Archive by Category "Philanthropic Planning"

29
Jun, 2014 By MJM

Family Foundations

CHARITABLE FOUNDATIONS FOR THE FAMILY Click here for PDF version Family foundations have a strong appeal for generous individuals who wish to have an impact through charitable giving to an array of organizations over an extended period of time and Learn more
26
Jun, 2014 By MJM

Charitable Remainder Trust

CHARITABLE REMAINDER TRUSTS Click here for PDF version A Charitable Remainder Trust is an estate planning technique which enables a person to (i) obtain an immediate income tax deduction, (ii) retain annual payments for life (or for the lives of Learn more
20
Jun, 2014 By MJM

Charitable Lead Trusts

CHARITABLE LEAD TRUSTS Click here for PDF version A charitable lead trust is an estate planning technique which enables a person to transfer property to younger family members at a substantially reduced transfer cost while providing a designated amount to Learn more