Up to date tax tables at your fingertips.
An in-depth reference source for professional advisors.
TECHNIQUES ADVISOR NEWSLETTER
Storm Chasers and SECURE 2.0:
How Financial Professionals Can Help Guide and Reassure Clients
Giving in an Uncertain Economy:
The Strategic Tax Benefits of Charitable Giving
The Right Gift for the Right Time:
Charitable Giving Options for Different Stages in Life
Charitable Trusts:
A Return to a Well-Tested Giving Tool
CONVERSATON STARTERS
(ONE-PAGE SUMMARIES)
ESTATE PLANNING
TRUSTS
Beneficiary Designations
Charitable Lead Trusts
Charitable Remainder Trusts
Estate Planning
Charitable Remainder Annuity Trusts
Bequests
Charitable Remainder Unitrusts
Flexible Giving with a Will
Income Tax Charitable Deduction
INCOME GIFTS
Charitable Gift Annuities
Payable-on-Death Accounts
Life Income Gifts
Revocable Living Trust
Deferred Charitable Gift Annuities
Transfer-on-Death Accounts
RETIREMENT PLANNING
Qualified Charitable Distribution: New Option Under the SECURE 2.0 Act
Blending Retirement Planning and Philanthropy
Required Minimum Distributions
Qualified Charitable Distribution
Gifts of Retirement Plan Assets
OTHER GIFTS
Gifts of Real Estate
A Life Estate Agreement
Donor-Advised Funds
Life Insurance Beneficiary Designations
Bargain Sales
Quick Guide
Gift of Tangible Personal Property
Wealth Replacement with Life Insurance
Gifts of Appreciated Stock
Revocable Gifts
Gifts of Life Insurance
The University of Massachusetts Foundation, Inc.
Mt. Ida Campus of UMass Amherst
100 Carlson Avenue, Building 12
Newton, MA 02459