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Estate Planning Professional Publications

AICR's free publications for attorneys and financial professionals provide updates on a variety of tax and gift planning issues related to charitable gifts.

Browse titles and order online.

OR download free pdf versions:

  1. Charitable Gifts and Bequests from Retirement Accounts
  2. Administration and Investment Strategies for a Charitable Remainder Trust
  3. Charitable Remainder Trust Agreements Approved by the IRS
  4. Minimizing Gift and Estate Taxes Through Charitable Trusts
  5. Minimizing Income Taxes and Transfer Taxes with Charitable Gift Annuities
      • Important: If you are planning to download and print this publication it is important that you also download and print the 2013 Update Sheet 2012 Rates (CGA) approved by the American Council on Gift Annuities.
  6. Planning and Drafting a Testamentary Charitable Remainder Trust
  7. Planning and Drafting Charitable Gifts and Trusts with Real Property
  8. Planning and Drafting Charitable Lead Trusts
  9. Planning and Drafting Gifts and Trusts of Closely Held Stock
  10. Planning Charitable Bequests That Save Both Income Taxes and Estate Taxes
  11. Selecting Assets for Charitable Gifts - Outright and in Trust
  12. Supplementing Retirement Savings With Charitable Gifts
    • Important: If you are planning to download this publication, be sure to also download the Supplementing Retirement Savings Update (July 2012) which contains current changes to this publication.
  13. Charitable Gifts That Solve Problems
  14. Tips and Traps on Retirement Accounts (March 2014)
  15. Creative Gift Planning with Charitable Remainder Unitrusts (June 2014)
  16. Planning and Drafting Charitable Gifts and Trusts with Real Property ( November 2014)

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Stay up-to-date on the latest news by checking our Planned Giving Update monthly.


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CGTS-Online covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more.

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We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you.

To reach an AICR Gift Planning staff person, send an e-mail to or call:

9 a.m. to 5 p.m. ET, Monday to Friday

Published on November 18, 2014

Questions: Ask Our Staff

Talk to us!

Our planned giving staff is
here to help you!

Richard Ensminger

Richard K. Ensminger

Director of Planned Giving

Ann Wrenshall Worley

Ann Wrenshall Worley

Assistant Director of Planned Giving

Call Us: (800) 843-8114

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