The Charitable Planning Balancing Act | Philanthropy content from WealthManagement.com

The Charitable Planning Balancing Act | Philanthropy content from WealthManagement.com.

  Trusts & Estates

Clients motivated by multiple considerations to make larger gifts, and charities that are increasingly interested in the present value of those gifts and the cash flow they provide, will present challenges to planners as they strive to help donors maintain or enhance their financial security while they also provide for a gift that the charitable recipient will value and recognize.

The days of charities giving full credit in a campaign for a $1 million, 6 percent charitable remainder unitrust (CRUT) for the lives of a 55-year-old baby boomer couple may be over. The financial officers of charities are increasingly involved in the gift crediting process; they’ll “do the math,” and credit for gifts will be based on their present value.

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