Full Circle
Published: Oct 17th, 2024
One of the first MFOS graduates looks back on the program’s generational impact, celebrates her daughter’s own UF journey By Paige Fry (BS ’19) Khrysten Sears Spencer (B.A. ’09) wore […]
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Endowments Explained: A Guide for Professional Advisors
Published: Oct 16th, 2024
Endowments are the hallmark of a great university and the cornerstone for innovative breakthroughs and worldwide impact. In simple terms, an endowment is a fund that is established by a […]
Maximizing Estate Efficiency: The Role of Beneficiary Designations
Published: Jun 21st, 2024
There were over 150,000 probate filings in the state of Florida in fiscal year 2022-23.[1] As part of a comprehensive estate plan, beneficiary designations are a simple and effective way […]
The Three Best Charitable Giving Opportunities for Philanthropic Millennials
Published: Feb 15th, 2024
It is well established that people tend to become more philanthropic in their golden years when time, accumulated wealth, and motivation to support charitable causes becomes more relevant.[1] While this […]
Top 5 Times to Talk About Charitable Giving
Published: Oct 4th, 2023
While many clients will bring up charitable giving on their own, for others it may not cross their minds to discuss charitable planning with their advisors, even if they are […]
How Does UF Handle Your Clients’ Deferred Gifts? A Q&A with John Knight, Senior Legal Counsel
Published: Jun 2nd, 2023
We often work closely with estate, tax, and financial planning advisors to create planned giving strategies for our donors, but what happens when a donor passes away and the UF […]
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, […]
Q&A with Paul Caspersen with excerpts from his e-book The SECURE Act & Proposed Regulations: How to Plan Now
Published: Jun 8th, 2022
Why are retirement assets unique in the estate planning process? Generally speaking, IRAs, 401(k)s, and other retirement plan assets do not pass under the client’s will or trust terms but […]
Death, Taxes & Real Estate
Published: May 19th, 2021
Since the beginning of the year, approximately $6 billion in new spending has been approved or proposed in the Covid Relief Bill, American Families Plan (AFP), and American Jobs Plan […]
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 […]
The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution
Published: Oct 28th, 2020
The Demise of the “Stretch” IRA The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on January 1, 2020. This is the most significant retirement plan legislation […]
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 […]
Ten Biggest Philanthropic Issues for Boomers
Published: Oct 9th, 2019
This massive generation faces unique problems; here are some potential solutions. Since the 1970s, the baby boomer generation (those born between 1946-1964) has been fanatically studied. Are there patterns that […]
Top Five Planning Ideas for “Mid-Range” Donors Post-“The Tax Cuts and Jobs Act of 2017”
Published: Jan 19th, 2018
The “Tax Cuts and Jobs Act of 2017” (TCJA) is the most sweeping tax legislation since the Tax Reform Act of 1986. Consequent changes to the tax code have created […]
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 […]