5th Annual Tax Update
Charitable Lead Trusts
1 Integrating Charitable Giving Into Legacy Planning FIDELITY CHARITABLE SERVICES ®
Planned Giving Overview and Magnitude Russell James, J.D., Ph.D., CFP® Director of Graduate Studies in Charitable Planning Texas Tech University.
The author of this presentation is responsible for its content and views expressed in this presentation do not necessarily represent the views of the Department.
BY: EMILY ULMA Final Project Presentation. Research Question Based on profiles of individual charitable contributions by state in 2011, which state in.
1 FAIRNESS ISSUES Testimony before the President’s Advisory Panel on Federal Tax Reform Robert Greenstein, Executive Director Center on Budget and Policy.
Donor CLT Charity Initial Transfer Anything Left Over Payments for Life/Years Charitable Lead Trusts Donor’s heirs Dr. Russell James Texas Tech University.
FAIRNESS ISSUES
