Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets
Thompson & Associates
English - December 05, 2018 00:00 - 17 minutes - 11.9 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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In this episode, Cayce Powell and Bill Gustoff discuss reasons why giving appreciated assets during lifetime may not be the best plan. They also point out a few exceptions where a nonprofit can benefit from appreciated assets during a donor’s life.
• What are lifetime gifts of appreciated assets?
• What are barriers of giving appreciated assets during life?
• How can nonprofits help some donors who have savings bonds and IRAs give more effectively?