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:
- Charitable Gifts and Bequests from Retirement Accounts
- 2013 Update NEW
- Administration and Investment Strategies for a Charitable Remainder Trust
- Charitable Remainder Trust Agreements Approved by the IRS
- Minimizing Gift and Estate Taxes Through Charitable Trusts
- 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 2012 New Gift Annuity Rates approved by the American Council on Gift Annuities effective January 1, 2012
- Planning and Drafting a Testamentary Charitable Remainder Trust
- Important: If you are planning to download this publication, be sure to also download the Planning and Drafting a Testamentary Charitable Remainder Trust Update Sheet which contains current changes to this publication.
- Planning and Drafting Charitable Gifts and Trusts with Real Property
- Planning and Drafting Charitable Lead Trusts
- Planning and Drafting Gifts and Trusts of Closely Held Stock
- Planning Charitable Bequests That Save Both Income Taxes and Estate Taxes NEW
- Selecting Assets for Charitable Gifts - Outright and in Trust
- 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.
- Charitable Gifts That Solve Problems
Charitable Giving
To register for this extremely useful tool, just click on CGTS-Online. AICR's OFFICE OF 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 gifts@aicr.org or call: |
Published on September 12, 2013
