A Philanthropic Inheritance
The death of a parent can be devastating for a family, but Alice and Kirk McKinney had a plan for their estate—a plan that had been sketched out during their lifetimes, but left flexible enough to enable their children and grandchildren to create their legacies.Read More.
Charitable Gift Annuities: The Gift that Keeps on Giving
When something sounds too good to be true, it usually is. Sharon Merriman's daughters tried to tell her this when she explained her plans to open a charitable gift annuity that would pay her income during her life, with the remainder benefiting a charitable cause she cared about. It’s a good thing she didn’t share the same hesitancy.Read More.
IRA Charitable Rollover Now Permanent
The Protecting Americans from Tax Hikes (PATH) Act of 2015 made permanent the Charitable IRA Rollover provision of the Pension Protection Act of 2006.Read More.
Five Things You Missed if You Missed Kathryn Miree
Kathryn Miree, planned giving consultant, demands the attention of a room. Not because she asked for it—though she did warn the audience at CICF’s fall Professional Advisor Seminar against falling asleep—but because her passion for planned giving and family philanthropy is too big to ignore. Miree’s high-energy presentation and real-life examples of planned gifts gone awry were often both hilarious and a little scary, but provided the audience with powerful tools to help make their cl…Read More.