Planned Giving Insights and Information

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Michigan Amendment Exempts Gift Annuity Payments From Withholding

Posted by Edie Matulka on December 7, 2012

As noted in the March eRate, Michigan  revised its tax law to provide for withholding of Michigan income taxes from pension and annuity payments, effective January 1, 2012.  While the revision did not specifically mention gift annuities, it did appear that in certain circumstances they could be subject to the withholding requirement. 

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Topics: state of Michigan gift annuity rules, charitable gift annuities, charitable giving and taxes

IRD Begets ITRD, the “Other Death Tax”

Posted by Bill Zook on May 11, 2012

Last month I presented a Webinar on taxation basics for gift planners.  Somewhat to my own surprise, when I was preparing the accompanying paper, I found myself covering the topic of income in respect of a decedent (IRD) in the same section as the topic of estate taxes. It’s now several weeks later, and I remain convinced I made the right choice.

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Topics: working with donors, charitable giving and taxes, tax incentives on charitable giving

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