AICR’s free publications for attorneys and financial professionals provide updates on a variety of tax and gift planning issues related to charitable gifts.
Valuable Gift Planning Ideas:
- Charitable Gifts and Bequests from Retirement Accounts
- Important: If you are planning to download this publication, be sure to also download the Update Sheet which contains current changes to this publication.
- Administration and Investment Strategies for a Charitable Remainder Trust
- Important: If you are planning to download this publication, be sure to also download the 2019 Update which contains current changes to this publication.
- Charitable Remainder Trust Agreements Approved by the IRS
- Important: If you are planning to download this publication, be sure to also download the 2022 Update which contains current changes to this publication.
- Minimizing Gift and Estate Taxes Through Charitable Trusts
- Planning and Drafting a Testamentary Charitable Remainder Trust
- Important: If you are planning to download this publication, be sure to also download the Update Sheet which contains current changes to this publication.
- Planning and Drafting Charitable Lead Trusts
- Important: If you are planning to download this publication, be sure to also download the 2017 Update which contains current changes to this publication.
- Planning and Drafting Gifts and Trusts of Closely Held Stock
- Important: If you are planning to download this publication, be sure to also download the 2015 Update which contains current changes to this publication.
- Planning Charitable Bequests That Save Both Income Taxes and Estate Taxes
- Selecting Assets for Charitable Gifts – Outright and in Trust
- Important: If you are planning to download this publication, be sure to also download the 2015 Update which contains current changes to this publication.
- Supplementing Retirement Savings With Charitable Gifts
- Important: If you are planning to download this publication, be sure to also download the 2012 Update which contains current changes to this publication.
- Charitable Gifts That Solve Problems
- Important: If you are planning to download this publication, be sure to also download the 2020 Update which contains current changes to this publication.
- Tips and Traps on Retirement Accounts (March 2014)
- Important: If you are planning to download this publication, be sure to also download the 2022 Update which contains current changes to this publication.
- Creative Gift Planning with Charitable Remainder Unitrusts (2018)
- Planning and Drafting Charitable Gifts and Trusts with Real Property ( November 2014)
- Minimizing Income Taxes in an Estate-Tax Free Environment (July 2018)