Challenges and Opportunities: Gift Planners Report on the Charitable IRA...
Three gift planners who are among the first to receive charitable IRA rollover distributions comment on the gifts, the donors and their perception of the new opportunities offered by the Pension...
View ArticleLife Insurance and Charitable Planning: How to Stay on the Right Side of the...
Original Author: Leimberg, Stephan R. The authors discuss issues to consider when analyzing planned gift proposals that include life insurance components. They also discuss a number of life insurance...
View ArticlePlanning for Children and Adults with Disabilities: The Benefits of Combining...
Original Author: Barr, Katherine N. The authors present an overview of eligibility for government benefits and why they may be important to a person with special needs. They identify the types of...
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