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Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets

Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets

FromThompson & Associates


Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets

FromThompson & Associates

ratings:
Length:
17 minutes
Released:
Dec 5, 2018
Format:
Podcast episode

Description

In this episode, Cayce Powell and Bill Gustoff discuss reasons why giving appreciated assets during lifetime may not be the best plan. They also point out a few exceptions where a nonprofit can benefit from appreciated assets during a donor’s life.• What are lifetime gifts of appreciated assets?• What are barriers of giving appreciated assets during life?• How can nonprofits help some donors who have savings bonds and IRAs give more effectively?
Released:
Dec 5, 2018
Format:
Podcast episode

Titles in the series (99)

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.