The Tools & Techniques of Charitable Planning, 3rd Edition (Leimberg – Digital Instant Dowload.
Product details:
- ISBN-10 : 1939829941
- ISBN-13 : 978-1939829948
- Author: Charles K. Plotnick, L.L.B.
Tools & Techniques of Charitable Planning consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity owned life insurance (CHOLI), and prohibitions against tax-exempt organizations being involved in tax shelters―a knowledge base you will soon discover useful long after the first read. Features several new sample documents for Charitable Remainder Trusts to save you time and keep you in compliance.
Table contents:
Chapter 1: Selling the Dream
Chapter 2: General Rules for Charitable Deductions
Chapter 3: Income Percentage Limitations
Chapter 4: Gifts of Property
Chapter 5: Valuation Issues
Chapter 6: Partial Interest Rules
Chapter 7: E-Philanthropy and Technology Issues
Chapter 8: Ethical Issues in Charitable Planning
Chapter 9: The Planned Giving Office
Techniques of Charitable Planning
Chapter 10: The Planned Giving Team
Chapter 11: Bargain Sale Transactions
Chapter 12: Below-Market Interest Loans
Chapter 13: Charitable Gift Annuities
Chapter 14: Charitable Giving Using Life Insurance
Chapter 15: Charitable Life Estate
Chapter 16: Charitable Lead Trusts
Chapter 17: Charitable Remainder Annuity Trusts
Chapter 18: Charitable Remainder Unitrust
Chapter 19: Charitable Remainder Trust (CRT) Administration
Chapter 20: Community Foundations
Chapter 21: Qualified Conservation Contributions
Chapter 22: Donor-Advised Funds
Chapter 23: Pooled Income Funds
Chapter 24: Private Foundations
Chapter 25: Retirement Plan Gifts
Chapter 26: Testamentary Gifts
Chapter 27: Supporting Organizations
Appendices
Appendix A: Planned Giving Trends
Appendix B: Charitable Gift Annuity Rates and IRS Expected Return Multiples
Appendix C: Income Percentage Limits for Lifetime Charitable Gifts
Appendix D: Codes of Ethics
Appendix E: IRS Filing and Reporting Requirements
Appendix F: Model Forms for Charitable Remainder Trusts
Appendix G: Electronic Resources
Appendix H: Tax Tables
Appendix I: Valuation Tables
Index
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