Friday, December 26, 2014

How split interest charitable trusts can be significant for donors (2) - Part 2 - End-of-Year Charitable Giving Strategies

Charitable Lead Annuity Trust generates income to the charity and at the end of the term, the remainder returns to an individual, trust or reverts back to the donor. The grantor charitable lead annuity trust is for income tax planning. The non grantor charitable annuity lead trust is for estate and gift tax planning. These advanced charitable strategies can have a significant impact on donor income and/or tax savings and a dramatic endowment effect on a non profit organization. This is part 2 of 2 shows explaining the strategies of split charitable trusts. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Dell, CFP on end of the year charitable planning for 2014.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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