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Spotlight On News

Spotlight On News

In the Treasury Green Book released in May 2021

General-Explanations-FY2022 on page 62 of the American Families Plan it states: “Second, transfers of property into, and distributions in kind from, a trust, partnership, or other non-corporate entity, other than a grantor...
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CRT Secret Sauce: 6 Motivations Episode 3

What are the six most common motivations that lead people to consider the charitable remainder trust? Last week we posted the second episode in our video mini-series. If you missed the first...
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CRT Secret Sauce: 6 Motivations Episode 2

What are the six most common motivations that lead people to consider the charitable remainder trust? Last week we posted the first two in our video mini-series. If you missed that, please...
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CRT Secret Sauce: 6 Motivations Episode 1

Hey folks, take a look at our new mini-series of videos on the Six Motivations for using a Charitable Remainder Trust. What might make a person consider transferring property to a CRT?...
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Who Am I

Hey folks. I am introducing something new!  Please take a look.
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Welcome to Spotlight on the News!

The Spotlight will shine on different categories of happenings in the field of asset-based philanthropy. Asset-based philanthropy extends beyond just planned gift vehicles and techniques. It is the heart and soul of...
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