Retirement Assets and Charitable Gifts : A Guide for Planned Giving Professionals, Financial Plan

This book explains, in plain language, the complex rules and regulations governing charitable gifts made from retirement accounts_gifts that are becoming the preferred option for charities, donors, donors' heirs, and donors' financial advisors. Laying out an advantageous tax strategy for both charities and donors, it addresses the elements that make the best charitable and estate plan, as well as provides detailed methods and real-life examples for conducting complicated transactions.