TITLE

The Prevalence and Best Practices of Mega Gifts

AUTHOR(S)
Chu, Julia
PUB. DATE
November 2015
SOURCE
Trusts & Estates;Nov2015, Vol. 154 Issue 11, p9
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article focuses on the need of steps to be taken for making substantial donations. It mentions that timing, amount and underlying assets of the donation yield the optimal tax for income tax deduction and transfer tax purposes, need to propose the gift agreement and need to avoid the corresponding capital gains tax. It also mentions that investment, donors should conduct significant research on their sectors of interest and perform due diligence on charitable partners.
ACCESSION #
110899574

 

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