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Planned Giving for Individuals, Families and Foundations
Whether you’re an individual, family or foundation, planned giving allows
you to give responsibly and concretely to organizations representing causes
that matter to you. The income and estate tax planning tools utilized to carry
out this process can range from wills and living trusts to a number of sophisticated
instruments designed to meet your specific giving desires, income requirements
and tax issues.
Some of the goals for a planned giving instrument may include:
- Minimizing estate taxes
- Bypassing capital gains taxes
- Receiving current tax deductions
- Structuring flexible funding provisions
- Creating a trust that will pay life insurance policy premiums and allow
insurance proceeds to be distributed with no gift or estate tax to family
members
The options available to donors are vast. CTAI's comprehensive knowledge
of these diverse trusts and unitrusts allows us to tailor planned giving vehicles
to a donor's desires and needs.
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