A new tax law was passed in January, and planned giving is forever changed. That was the featured message at Pentera’s recent three-day advanced planned giving seminar in Saratoga Springs, New York.
Showing posts with label charitable remainder trust. Show all posts
Showing posts with label charitable remainder trust. Show all posts
Ask the Experts - Deferred-gift-annuity income will be taxed depending on how gift is given?
Dear André,
When a
charitable remainder trust is collapsed and the assets are transferred to our
institution, we will take the life-income interest and set up a deferred
joint-life gift annuity. Given that the assets are coming from a charitable
vehicle, is there any difference in how the deferred-gift-annuity income will
be taxed to the donor if the assets arrive in cash or in kind (marketable
securities)?
Thanks,
Amy
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