Charitable Giving Expert Gregory W. Baker shares his decades of experience designing, drafting, and implementing charitable remainder trusts. Used by planned giving professionals, attorneys and financial advisors throughout the country, the Charitable Remainder Trust Handbook is a staple for your professional library.
You will learn how to:
Identify donors who should consider a CRT
Design and draft a CRT
Compute and Claim an Income Tax Deduction
Headquartered and operated in Indianapolis, Ind., RenPSG is the largest independent philanthropic solutions provider in North America. With 30 years of industry knowledge, RenPSG delivers custom solutions that include tax expertise, accounting support and impeccable client service, through its proprietary cloud computing technology. With financial services firms, elite nonprofit organizations and leading community foundations as partners, RenPSG supports $16.6 Billion of assets including charitable trusts, donor-advised funds, pooled income funds, endowments and private foundations.