Charitable Gift Planning

Public Good IRA Rollover Act of 2009

Posted on: April 25th, 2009
This bill was recently introduced in the U.S. House of Representatives, and is for the expansion of IRA charitable rollovers, which are currently limited to those who have reached 70 1/2, may be no more than $100,000, and must go to a 501(c)(3) organization. ...

25th Anniversary of Triangle Community Foundation

Posted on: April 2nd, 2009
The Triangle Community Foundation (TCF) is holding a celebration tonight of its 25th anniversary (I’m pleased to say that I will be attending). The TCF is a tremendous asset to the greater Triangle area, providing millions of dollars annually in funding to local non-profits....

How Obama’s Budget May Affect Charitable Gifts

Posted on: February 27th, 2009
Probably an increase in 2010 and a substantial drop thereafter. From Professor Chris Hoyt of the University of Missouri (Kansas City) School of Law...

Teitell Urges More Favorable IRA Charitable Gift Rules

Posted on: January 12th, 2009
Conrad Teitell, one of the nation’s most foremost charitable gift planning attorneys, has, on behalf of the American Council on Gift Annuities and the National Council on Planned Giving, written Congress urging changes to IRA distribution laws:...

Finance Charity-Owned Life Insurance with your IRA

Posted on: January 5th, 2009
In a private Letter Ruling issued late in 2007, the IRS approved a clever technique to leverage a gift to your favorite charity using your IRA and life insurance. ...

House and Senate Bills have same IRA Charitable Rollover Provision

Posted on: September 29th, 2008
​Both the Senate’s Tax Extenders and Alternative Minimum Tax Relief Act of 2008 (H.R. 6049), which was passed on September 23, 2008, and the House’s Renewable Energy and Job Creation Tax Act of 2008 (H.R. 7060),...
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