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For Professional Advisors
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Professional Advisors' Reference Library

Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.

Gifts That Pay You Income
Split Interest Trusts
  • Choosing the Right Charitable Remainder Trust
  • Lessons From the Experts
  • Always a Day Away
  • The Charitable Lead Trust: A Phenomenal Estate Planning Tool
  • A Guide to Early Termination of a Charitable Remainder Trust
  • Charitable Remainder Trusts: Robust Yet Underused Scenarios
  Planned Giving
  • Gift Planning Basics: Matching Methods to Motives
  • Maximize Memorials for a Lasting Influence
  • Charitable Planning Mistakes to Avoid
  • Testamentary Gifts to Help Children and Grandchildren
  Retirement/Estate Planning
  • The QTIP Trust—Benefiting the Blended Family
  • Misconceptions About Living Wills, Health Care Proxies and End-of-Life Decisions
  • Family and Charitable Planning for Retirement Accounts
  Life Insurance
  • "Free Insurance": Problems and Pitfalls in the Charitable Sector
  • Strategies That Use Life Insurance as a Charitable Component



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