Posts Tagged: charitable remainder unitrust

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25 Days of Giving: Charitable Remainder Trusts

We’re now well into the 25 Days of Giving Series¬†and it’s my intent to provide different aspects and strategies of charitable giving. Given that it’s the season of joy, sharing, and love it’s a great time to be thinking about smart giving (the kind that doesn’t involve gift wrappings, stockings, or bows). Read on to… Read more »

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Donate Your House & Keep the Keys: Retained Life Estate

Your most valuable asset? Most would say, home. Could your home benefit your favorite charity? Yes, and with a retained life estate, you can give away your house, keep the keys, and get a current tax deduction. Under a retained life estate, the donor (you) irrevocably deeds a personal residence or farm to charity, but… Read more »