Faculty Publications

Title

Rules of Thumb for Picking Best Techniques

Document Type

Article

Publication Date

11-19-2015

Abstract

My 2015 columns illuminated the financial planning capabilities of charitable life income gifts. Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) can improve the cash flow of the philanthropically minded client as part of a thoughtful plan to fund one’s own retirement and/or education of family members, especially grandchildren.