June 2013

News by CTAC



FREE Non-profit Webinars Being Offered in July!

Ranging from Major Gifts, Grantseeking, Volunteer Management, Utilizing Technology, and Leading Organizational change to many other insightful and beneficial topics, this is a list of free webinars you should take a moment to browse through.

Click here for more details.

Advisor Corner

Rebirth of the CRT

Throughout the Nineties, and continuing through 2007, the charitable remainder trust was an extremely popular planned giving vehicle used to balance the philanthropic and financial planning objectives of clients and donors. The primary financial planning objective in most CRT planning is to sell appreciated assets in the tax-exempt environment of the CRT, allowing the reinvestment of the full before-tax proceeds to produce income and the deferral of tax resulting from the transaction. A secondary financial planning objective is the tax savings derived from the charitable deduction, which, depending on the terms of the trust, can be substantial. The philanthropic objective may be to commit currently to a charitable gift that the donor intends to make at death anyway or, in many instances, to allow the donor to make a larger philanthropic commitment than he or she thought possible.

Click here to read more. 

Donor Corner

A Primer on Estate Planning

Things to check and double-check before you leave this world.

Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who leave this world without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies.

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Fundraiser Corner

Becoming the New Normal: Being Advisor-Centric

Once upon a time, fundraisers asked donors mostly charity-centric questions like, “Why do you give to our organization? What projects or programs are you interested in designating your gifts to?” These questions and the answers they encouraged kept the focus on the charity.

Then came the donor-centric approach...

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Upcoming Conferences

IRS Discount Rate

Fall Conference for Community Foundations, September 22-25, San Diego June: 1.2%
National Conference on Philanthropic Planning, October 15-17, Minneapolis May: 1.2%
National Association of Estate Planners & Councils, November 20-22, Las Vegas April: 1.4%


Questions? Recommendations for a future article? Email Kristen Schmidt at kschmidt@ctacadmin.com.

*The opinions expressed by CTAC are not intended as legal advice. Please find consultation for advice specific to your situation. CTAC is happy to answer any questions you may have.