10 Charitable Giving FAQs You Should Know
As the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 23, 2019 at 03:00 PM
1 minute read
Charitable Giving
The original version of this story was published on Law.com
Charitable giving has become a significant element in the financial and estate plans of many individuals, whether they are of modest means or in the wealthiest two percent of our population. Though giving strategies have changed under recent tax reform, 2018 data suggests that many gave either the same or more than they had in previous years. Charitable giving is a topic financial advisors cannot afford to ignore. The slideshow above highlights a handful of frequently asked questions that touch on a range of products and tools. For additional information on charitable giving, see The Tools & Techniques of Charitable Planning.
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