Legacy IRA Act Q&A
Published: Feb 28th, 2023
The Legacy IRA Act provides a new charitable planning opportunity for donors age 70 ½ or older. Included in the Consolidated Appropriations Act of 2023, which became law in January, […]
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Collaboration is the Key to Success
Published: Jan 19th, 2021
UF’s Office of Estate and Gift Planning often works closely with a donor’s professional advisors to ensure that a gift accomplishes the donor’s tax and financial planning goals while making […]
Spotlight on Charitable Lead Trusts
Published: May 19th, 2020
In light of current market conditions, a charitable lead trust (CLT) may be an ideal philanthropic opportunity for high-net-worth individuals. A lead trust allows the donor to “lend” the benefit […]
Top Three Ways to Make Charitable Gifts of Real Estate
Published: Sep 25th, 2017
While real estate represents 30% of privately held wealth in the United States, it accounts for less than 3% of all charitable gifts.[1] Opportunities for significant tax benefits are often […]