Planned Giving
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Tuesday June 23, 2026

Bills / Cases / IRS

Estate of Marion P. Bradford, et. al. v. Commissioner; T.C. Memo. 2002-238; No. 4659-00

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Previous Articles

IRA to Testamentary Gift Annuity

Definition of Guaranteed Annuity and Lead Unitrust Interests

CHARITABLE GIVING INCENTIVES

Tax Guide for Churches and Religious Organizations

Zero Deduction With Charitable Reverse Split Dollar

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Gifts That Pay You Back

Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Lead Unitrust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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