Monthly Archives: June 2015

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Some things bear repeating: The Endow Iowa Tax Credit Program

There are many, many reasons Iowa is great place to live and work. One reason is the Endow Iowa Tax Credit Program  — a smart way to stretch your charitable dollars. Iowa community foundations provide exclusive access to the Endow Iowa Tax Credit program. Giving through the Endow Iowa program allows Iowa taxpayers to receive a… Read more »

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Retirement assets & charitable giving

What’s an IRA C.R? The “IRA charitable rollover” law expired last year. This law had allowed donors over 70½ to make direct distributions of up to $100,000 per year to charity, but expired on December 31, 2014. As of this writing, it is uncertain whether the IRA C.R. will be extended either this year or… Read more »

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Charitable Remainder Trusts

Charitable Remainder Trust, defined A CRT is a split interest trust that pays out income to one or more non-charitable beneficiaries for life (or lives) or a term of years not to exceed twenty. The selected payout rate may not be less than 5%, and no more than 50%, of FMV of assets originally placed… Read more »