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Charitable Gift Annuity Planning Opportunities Under Rising Interest Rates

Por: Forbes Business February 01, 2023

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Recent rising interest rates and longer table life expectancies will shift values as between income and remainder interests in split interest trusts and charitable gift annuities, altering the tax incentives for these planned charitable gift vehicles. This article focuses specifically on the most commonly used planned giving vehicle, the charitable gift annuity. And for purposes of illustration, we will use the typical case, an immediate gift... + full article



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