1746 Society Webinar: November 2019

December 2nd, 2019 / Gift Planning

 

 

The Annual Giving Legacy Program: Generosity Pays!

Gifts made in the form of a gift annuity or charitable trust—gifts that make payments to the donor or other beneficiaries for life or a term—can now be credited to reunion giving campaigns starting at the 50th. Learn about the tax considerations and ways donors use these giving structures to diversify their retirement income, avoid or reduce capital gains tax, and move assets out of their estate.


Listen and learn from other alumni experts speaking on a range of estate planning topics. See the full 1746 Society Webinar Series.