Planned Giving Insights and Information
Planned giving insights and information from the recognized leader in planned giving software, marketing, gift administration and consulting solutions.
Questions to Ask Before Accepting an International Gift
Published by
Kara Morin
on
I have a friend, a veterinarian, who told me that one of the first things she was taught about cats is that they are not small dogs. Even though both are companion animals, the similarities between cats and dogs are only fur deep. This anecdote came to mind last month when discussing the challenges of negotiating life income gifts from donors abroad. Because outright gifts to charity are universal, and bequests to charity nearly so, it is tempting to think that split-interest agreements, like charitable gift annuities, charitable trusts, and pooled income funds, are just as ubiquitous. Think again. Among the nearly 200 countries on the planet, only a few have charitable gift opportunities similar to American charitable gift annuities and charitable trusts. Even when split-interest gift arrangements are allowed, there can still be striking differences. For instance, Canada offers immediate charitable gift annuities but does not allow donors deferred gift annuities or flexible gift...
4 minute read
Gift Annuity Voluntary Termination – What to Do and How to Do It
Published by
Kara Morin
on
If you have an annuitant who finds their gift annuity income “nice, but not necessary,” they may be interested in voluntarily giving up their right to future annuity payments. Voluntarily releasing, or terminating, their interest in a charitable gift annuity (CGA) allows the charity to access the residuum early. The charity can also count part of the released amount as a new outright gift. Voluntary termination is also an effective way of managing the issue of a CGA that is wasting. An annuitant who is charitably inclined may agree to terminate their annuity to spare the charity the continued expense of paying the annuity from general operating funds.
charitable gift annuities,
gift annuity agreements,
voluntary terminations,
voluntary severance,
early release
5 minute read
From the IRS: Donors Can Give More and Pay Less in 2024
Published by
Kara Morin
on
The IRS has announced increases in tax exemptions, qualified charitable distribution (QCD) gift limits, and standard deductions for 2024. Gift planners will want to pay particular attention to how these changes impact their donors.
charitable giving and taxes,
Qualified Charitable Distribution,
IRS Notices,
federal standard deduction,
qcd gift limit,
gift tax,
2024 tax changes,
QCD CGA
3 minute read
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