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Key Considerations for Charities Regarding Bequests and Other Deferred Gifts

Bequests and other deferred gifts are a bedrock of any successful planned giving program. The deferred nature of these types of gifts, however, can lead to complications and delays in collecting the gift....more

Creative Tax Planning With “Flip” Charitable Remainder Unitrusts

As predicted, the 2017 Tax Act appears to have impacted the state of charitable giving in the United States. The 2019 Giving USA report released June 18, 2019, indicated that giving by individuals declined by 3.4 percent...more

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