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12 Days of Christmas Giving Tips – Days 9-12

12 Days of Christmas Giving Tips – Days 9-12

Dec 19, 2022

Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from the first 8 days? Check out days 1-4 here and days 5-8 here. Day 9: Review Your Previous Year of Giving What...
12 Days of Christmas Giving Tips – Days 5-8

12 Days of Christmas Giving Tips – Days 5-8

Dec 16, 2022

Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from days 1-4? Check them out here! Day 5: Donate your RMD Have you considered donating your Required Minimum Distribution...
12 Days of Christmas Giving Tips – Days 1-4

12 Days of Christmas Giving Tips – Days 1-4

Dec 14, 2022

Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Day 1: Donate Appreciated Assets Donating appreciated assets to charity is an excellent way to support the causes you care about. A...
How do Charitable Remainder Trusts Work?

How do Charitable Remainder Trusts Work?

Dec 7, 2022

Written by Succession Advisors A charitable remainder trust (“CRT”) is an example of a “split interest” trust. It has two sets of beneficiaries: (a) the “income” beneficiary that is not a charity; and (b) the “remainder” beneficiary that is a charity. The CRT states...
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