Question: A friend’s nephew recently passed (suddenly and tragically) and she wants to set up a scholarship fund (so far about $80k raised). She is looking for an attorney referral to help [...]

Question: If an individual gave a substantial gift to a church a year or two before moving to a nursing home and needing to apply for Medicaid coverage, can the church be required to return the [...]

Question: I used the newly enacted (in California) T.O.D. method of transferring the title to a property upon my expiration. I named a non-profit as the beneficiary and filed it with the county [...]

Charitable remainder trusts are a charitable planning option which permit more flexibility and control than charitable annuities. The architecture of these trusts is as follows: the trust grantor [...]

                                                Charitable gift annuities [...]

If you’re like me, your charitable giving is somewhat haphazard. It depends on what cause plucks at your heartstrings on a particular day, who is asking for a donation, and whether or not [...]

In addition to giving retirement plan bequests to charity, donors are often advised to give away stock or real estate that has appreciated in value. This has to do with capital gains taxes and [...]

Charities often encourage donors to make gifts of retirement plans due to the tax benefits of doing so. Retirement plans, of course, are taxed when the funds are withdrawn. But, non-profit [...]

Most people who make charitable bequests are very specific about their beneficiaries and the amount of money they will give them. For instance, a will or trust may say: I give: (a)     $10,000 to [...]

                The tax benefits of charitable giving for most taxpayers have been reduced in recent years due to changes in tax law. In terms of income [...]