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Charitable Trust Planning Resources – Vaughn Henry & Associates

Charitable Trust Planning Resources – Vaughn Henry & Associates

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Charitable Trust Planning Resources

sectionbreakPhilanthroCalc for the WebCONTACT US FOR A FREE PRELIMINARY CASE STUDY FOR YOUR OWN CRT SCENARIO or try your own at Donor Direct. Please note — there’s much more to estate and charitable planning than simply running calculations, but it does give you a chance to see how the calculations affect some of the design considerations. Which tools work best in which planning scenarios? Check with our office for possible solutions.

The CRT offers clients an excellent and creative opportunity to control their social capital.

The price of ownership is taxation and loss; keep control instead.

Do you have a classic case and need a hypothetical computerized evaluation? Send us data on your asset and income projections, and we’ll provide a preliminary keep asset vs. sell asset vs. tax saving CRT scenario for your own CRT or CLT.

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Professional Resources and Support

Newsletters

  • Charitable Giving Tax Service, R&R Newkirk, 213 W Institute Place, Suite 509, Chicago, IL 60610. Tel: 800-342-2375.
  • Charitable Gift Planning News by Moerschbaecher, McCoy & Simmons, P.O. Box 214373, Dallas, TX 75221. Tel: 214-978-3325 or LMNOP Tel: 415-485-3744.
  • The Planned Gifts Counselor by Practical Publishing, LLC, 1602 W. 1050 N., Provo, UT 84604-3062, Planned Gifts Counselor includes in-depth interviews with front-line planned giving officers in which they talk frankly about what works and what doesn’t.
  • Planned Giving Today, G. Roger Schoenhals editor/publisher, 100 2ND AVE S, STE 180 Edmonds, WA 98020. Tel: 425-744-3837 (PG-4EVER) 800-525-5748 (KALL-PGT).
  • Taxwise Giving by Conrad Teitell, 13 Arcadia Rd, Old Greenwich, CT 06870. Tel: 203-637-4553.
  • The Tidd Letter by Johnathan Tidd, 9 Beaver Brook Rd, West Simsbury, CT 06092. Tel: 203-651-8937.
  • Leimberg Information Services, Newsletters on Estate Planning, Financial Planning, Employee Benefits.
  • The Estate Planner, American Institute for Cancer Research, Washington D.C. 20069. Tel: 800-843-8114.
  • Philanthropy Journal Online
  • The Journal of Gift Planning, a quarterly publication by the NCPG. 233 McCrea Street, Suite 400, Indianapolis, IN 46225. Tel: 317-269-6274.
  • Advancing Philanthropy, The Quarterly Journal of the National Society of Fund Raising Execuctives. 1101 King Street, Suite 700, Alexandria, VA 21614. Tel: 703-684-0410.
  • Trusts & Estates, P O Box 41369, Nashville, TN 37204-9965. Fax: 615-377-0525.
  • CCH Financial and Estate Planning – Ideas & Trends, 4025 W. Peterson Ave., Chicago, IL 60646. Tel: 800-835-5224.
  • AccountingWeb a resource for accounting professionals. Articles, seminars and news updates.
  • The Philanthropy Monthly, NonProfit Report Inc., P.O. Box 989, New Milford, CT 06776. Tel: 860-354-7132.
  • Non-Profit Tax Policy Resources and IRS CPE Text
  • State Individual Income Tax Rates and State Tax Rates
  • State Tax Trends for Nonprofits, National Council of Nonprofit Associations, 1001 Connecticut Avenue, NW, Suite 900, Washington, DC 20036.
  • JMP Charitable Management Services Charitable Remainder Trusts, Reference Edition and Newsletter. J. Michael Pusey, 606 N. Larchmont Bl., Suite 210, Los Angeles, CA 90004.
  • CRT Pro 800-422-3316. Trust administrator
  • Renaissance the Social Capital Company, a Trust Administrator 800-843-0050
  • Planned Giving Concepts a Trust Administrator 314-849-0741
  • Charitable Trust Administration Company 800-562-2045
  • Yellowst\one Trust Administration Services
  • Life Fund Services Trust administrators
  • Giving USA Update, “Annual Survey of State Laws Regulating Charitable Solicitations”, American Association of Fund-Raising Counsel, Trust for Philanthropy. Tel: 888-544-8464.
  • Young – Preston Associates Planned giving newsletters on disk. PO Box 280, Cloverdale, VA 24077 Tel: (800) 344-5701.
  • The Directory of Associations is a comprehensive source of information on associations and professional societies including business and trade associations, 501c non-profit, and other charity and community organizations.
  • State Registration Requirements
  • Multi-State Filings for Charities
  • NASCO National Association of State Charity Officials. A state by state contact list of all agencies that have oversight of charitable solicitations. Links to their Web sites are provided for additional information and forms.
  • Unified Registration Statement (URS) consolidates the information and data requirements of all states that require registration of nonprofit organizations performing charitable solicitations within their jurisdictions. The effort is organized by the National Association of State Charities Officials and the National Association of Attorneys General.
  • Fund-Raising Regulation: A State-by-State Handbook of Registration Forms, Requirements, and Procedures by Seth Perlman and Betsy Hills Bush, John Wiley and Sons Publ., New York, NY.
  • Florida Charity Registration Solicitiation of Contributions. Illinois Charitable Registration and Reporting
  • The Complete Guide to Fund-Raising Management by Stanley Weinstein, 1999, John Wiley and Sons Publ., New York, NY.
  • Charity Lobbying in the Public Interest Lobbying and the Law, Resources and Strategies
  • Nonprofit Issues and Public Support Tests P O Box 482, Dresher, PA 19025-0482. Tel: 888-NP-ISSUE.
  • Worth On-Line Magazine Giving Section

Technology and Software Suppliers

Books and Articles

Estate Planning and Planned Giving Books

A Few National Charities

American Cancer Society | American Endowment Foundation (a national “community foundation”) | American Foundation for AIDS Research (AmFAR) | American Red Cross | American Diabetes Association | American Kidney Foundation | American Red Cross | Amnesty International | Care | Community Foundations – State Searchable Database | Cure Autism Now | Epilepsy Foundation | Experimental Aircraft Assn. Foundation | Fidelity’s Charitable Gift Fund (a national donor advised charity) | The Foundations (a national “community foundation” service) | Leave A Legacy | Lutheran Foundation | Make-A-Wish Foundation | March of Dimes | North American Riding for the Handicapped Association | The Nature Conservancy | St. Jude’s Hospital for Children | | Salvation Army | Save the Children | Schwab Fund for Charitable Giving | < a> |Sivananda Saraswathi Sevashram | Special Olympics | Toys for Tots | Vanguard Charitable Endowment Fund | World Wildlife Fund

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Last Updated: June 13, 2006

Gift & Estate Planning Resources

Vaughn W. Henry © 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006

If you like the content of this page, please link to it, don’t copy and paste it to your page, this site is copyrighted (lists are copyrightable under Title 17, USC, Chapter 1, Section 103(a)).

PhilanthroCalc for the WebCONTACT US FOR A FREE PRELIMINARY CASE STUDY FOR YOUR OWN CRT SCENARIO or try your own at Donor Direct. Please note — there’s much more to estate and charitable planning than simply running software calculations, but it does give you a chance to see how the calculations affect some of the design considerations. This is not “do it yourself brain surgery”. When is a CRUT superior to a CRAT? Which type of CRT is best used with which assets? Although it may be counter-intuitive, sometimes a lower payout CRUT makes more sense and pays more total income to beneficiaries. Why? When to use a CLUT vs. CLAT and the traps in each lead trust. Which tools work best in which planning scenarios? Check with our office for solutions to this alphabet soup of planned giving tools.

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PhilanthroCalc for the WebCONTACT US FOR A FREE PRELIMINARY CASE STUDY

FOR YOUR OWN CRT SCENARIOor try your own atDonor Direct. Please note — there’s more to estate and charitable planning than simply running calculations, but it does give you a chance to see how the calculations affect some of the design considerations. Which tools work best in which planning scenarios? Check with our office for solutions.image