PPT-Charitable gifts of remainder interests in homes

Author : cheryl-pisano | Published Date : 2016-05-15

and farms Russell James JD PhD CFP Director of Graduate Studies in Charitable Planning Texas Tech University General rule you cant deduct a partial interest gift

Presentation Embed Code

Download Presentation

Download Presentation The PPT/PDF document "Charitable gifts of remainder interests ..." is the property of its rightful owner. Permission is granted to download and print the materials on this website for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.

Charitable gifts of remainder interests in homes: Transcript

and farms Russell James JD PhD CFP Director of Graduate Studies in Charitable Planning Texas Tech University General rule you cant deduct a partial interest gift A partial interest gift occurs when a donor gives some rights to property but keeps others. I specialize in Real Estate in South Orange County. I can help you with all of your Real Estate needs, from finding your dream home to selling your home at top dollar. Charitable giving is top of mind to clients at this time of year because they are often solicited by non profits for year end contributions are in a generous spirit during the holidays and reflect upon their own good fortune and often realize that t CLT. Charity. Initial Transfer. Anything . Left Over. Payments for Life/Years. Charitable Lead Trusts. Donor’s heirs. Dr. Russell James. Texas . Tech University. Donor. CLT . (Non-Grantor). Charity. Dr. Russell James. Texas Tech University. Why are retirement assets a big deal?. 36% of all household financial assets ($16.5 trillion) were retirement assets. Source: Investment Company Institute (2010) . Section 9.3b. Remainder Estimation Theorem. In the last class, we proved the convergence to a Taylor. s. eries to its generating function (sin(. x. )), and yet we did. n. ot need to find any actual values for the derivatives of. Do Not . Have A DVR; Penetration Decelerates. % of U.S. TV . HHs with DVR. 47.7%. Source: Nielsen; . July of . each year. . 11 v. 10. 12 v. 11. 13 v. 12. 14 v. 13. 15 v. 14. Black. 20%. 9%. 9%. 5%. 2%. Presented by: Elisa M. Smith, CPA/PFS. Presented for: community foundation . of. greater fort . wayne. Presented on: October 7, 2015. OVERVIEW OF PRESENTATION. . Why you NEED a Planned Giving Program/Who Makes Planned Gifts. . Disclaimer. This presentation is designed to provide an overview of certain charitable gift instruments. It is not intended to provide legal, tax, investment, or other professional advice. Please obtain the services of a competent attorney or other professional advisor when developing your own charitable giving plans.. Matthew 6:1-4. The Spring of 1990. …. A college tour with a half dozen students. It was a memorable trip. …. One of his stated ambitions.... T. o have a university building named after him!. A particular Scripture came to mind.... Agency Phone number. Contact email. Agency Street Address. City, State, Zip Code. Agency . Name. ALR1704 9/17. The Social Capital Concept. Planned Giving Techniques. Specific bequests of qualified plan assets . Cabarrus Rotary Charitable Works (CRCW) Club Presentation September 12, 2013 Purpose To protect the charitable intent of the Rotary Club of Cabarrus County participants and supporters. Supporting the four avenues of service of Cabarrus Rotary: At Simplicity Gifts, we are a group of dedicated gift lovers who are obsessed to help you find the perfect gift. 313029282726252423292427292221201929231823171629162325172915231425rf2329241123162925n27262329tb182329766295231714232624292427425172829b35172718b26t29241123292328r142524b272625n292755271724r26b24b23f29 Looking for facility based residential care homes in the UK? Connect with Minster Care Group that provides amazing nursing care services for elderly.

Download Document

Here is the link to download the presentation.
"Charitable gifts of remainder interests in homes"The content belongs to its owner. You may download and print it for personal use, without modification, and keep all copyright notices. By downloading, you agree to these terms.