TITLE

The Charitable Giving Toolbox

AUTHOR(S)
Palazzo, Paul
PUB. DATE
October 2000
SOURCE
Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p68
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article deals with the role of financial planners in charitable giving of clients. Charitable giving increased again by over $15 billion in 1999, to more than $190 billion in the U.S., according to Giving USA, an annual report published by the American Association of Fund-Raising Counsel. As gross domestic product soars, charitable giving rises even faster. And financial planners are in the middle of this world. According to Lawrence Katzenstein, one of the significant developments in the field of charitable giving was the finalization of regulations surrounding the flip unitrust, which is a remainder trust. The flip unitrust provides the opportunity to change the income payout as the result of trigger event, such as a birthday, death, marriage, divorce or the birth of a child.
ACCESSION #
3699243

 

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