Options in Charitable Estate Planning brings financial and estate planning professionals informed, savvy guidance to keep you up to date on current and emerging gift planning opportunities. It provides detailed information about planned gift arrangements that can benefit their clients.
Guidance for Financial Professionals
Gifts Gone Wrong: Real Cases, Powerful Lessons Learned
August 12, 2025
The infamous Donner Party consisted of a group of westward-bound pioneer families who embarked on a journey that would take them from the Midwest to California. The mood was hopeful at the start of their wagon-train journey as they sought out good fortune and opportunity.
Turning a Tax Hit into a Tax Advantage: Gifts of Appreciated Assets
April 23, 2025
Some of life’s most profound moments occur when we approach what is broken as an opportunity to create something beautiful. Take, for example, kintsugi—the 400-year-old Japanese art of repairing broken pottery with urushi lacquer dusted or mixed with powdered gold, silver, or platinum.
More than Just Spaghetti: Exploring Differences in Life Income Gifts
July 18, 2024
If a researcher could travel back to the 1970s to ask average Americans about their pasta consumption, it is likely their responses would be fairly narrow: spaghetti and meatballs, American goulash, maybe even SpaghettiOs or Chef Boyardee Ravioli.
From Fair Food to Philanthropy: Unique Giving Options for Farmers and Ranchers
October 10, 2024
Nothing encapsulates the spirit of summer more than the fair, whether it’s a 167-year-old tradition like the Indiana State Fair, attended by nearly one million people annually, or a more local event populated by neighbors (and animals) from across the county.
Dangerous Curve Ahead: The Upcoming Sunset of TCJA Provisions
April 17, 2024
Driving is a beloved part of American culture, whether cruising in a classic car, enjoying the open air in a convertible, or heading down the highway on a road trip. Of course, no matter where they’re going, drivers should pay attention to the signs for information about the speed limit, the distance to the next major city, or which amenities are available at an upcoming stop.
Charting a Course for Success: Navigating a Charitable Gift of a Business Interest
October 13, 2023
For ancient mariners, sailing across the Mediterranean to northern Egypt became more treacherous as they approached the coast. Homer noted in The Odyssey that the coast of Egypt consisted of a broad delta and endless deserts, with very few landmarks by which to navigate.
Storm Chasers and Secure 2.0
July 14, 2023
For most people, the threat of a tornado, hurricane, or other severe weather brings a sense of trepidation. These weather events are uncommon, unpredictable, and potentially dangerous, requiring people to take action and seek shelter to ensure their own protection.