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PG Calc Insights: IRS Releases Latest Statistics on Planned Gifts

The IRS recently published its latest statistics on split interest trusts - charitable remainder trusts (CRTs), charitable lead trusts (CLTs), and pooled income funds (PIFs). The statistics are based on the information reported on Form 5227s filed during calendar year 2011, so they largely reflect 2010 activity. The IRS also has released a paper that analyzes these statistics and provides substantial additional detail about these gift plans.   You can see the statistics and the papers for yourself by going to the IRS site. The rest of this post highlights some of the very interesting information I have gleaned from there.