Retirement Plans: How to Accept
There are a number of key points you should be aware of in receiving a gift from an IRA--both in terms of the process of making the gift and the limitations attached to it.
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Gift Planning
Securities: Treasury Bonds, Bills and Notes
Treasury bonds, bills and notes have their own characteristics, so it's worth taking a look at what defines each of them, and how they may make for advantageous gifts.
Closely Held Stock: Who, Why, When
WHO: Gifting closely held stock works if the corporation involved is a C-corp.
Donor Advised Fund - Questionaire
Here are some questions that you can ask to better understand your donors' philanthropic and practical interests.
Real Estate: Qualified Appraisal Requirements for Gifting Real Property
As this page amounts to multiple lists of regulatory and IRS requirements, we'll just present the items as succinctly as possible.
Herewith, the qualified appraisal requirements for gifting real property:
Gift Planning: Undue Influence (Sample contract)
Every gift officer is required to acknowledge through their signature they have read, understand and agree with the following:
Living Trust (Inter Vivos)
Living Trust (Inter Vivos) – A trust in which the person who establishes it benefits from it during his/her lifetime and, in common usage, is revocable by the donor.
There are no tax advantages to establishing a living trust--nor is there anything automatically charitable involved in such a trust.
Guidelines for Gift Officers
Gift officers are not Boy Scouts, but the Scouts' motto of Be Prepared fits well in the realm of the gift officer. Below, please find what we're calling guidelines but could just as well be called strategies— tactics for developing a successful gift officer modus operandi.
Rule of 72
The rule of 72 is a simple calculation of estimating the number of years it will take for a given amount of money to double in value, at a specified rate of interest.
Roth IRA vs. Traditional IRA
When choosing between a Roth and standard IRA, it's important to understand the key differences between them. But let's start by looking at characteristics they share: