Institutions

California-Required Gift Annuity Reserves Change in Assumptions

The California Department of Insurance has changed the way gift annuity reserves are calculated. The required reserve for gift annuities received afte...
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Institutions

Application of the 3.8% Medicare Tax on Investment Income to Distributions from Charitable Remainder Trusts and Gift Annuities

The "Health Care and Education Reconciliation Act of 2010," which amended the "Affordable Care Act," created a 3.8% tax on net investment income recei...
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Institutions

Philanthropy from the Donor’s Perspective

Many of our clients are either active philanthropists or seeking opportunities to positively impact their communities. If you are considering contribu...
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Institutions

2013 Tax Rates and Charitable Giving

Beginning in 2013, changes in the tax code increased the tax benefits of charitable giving by raising the tax rates assessed "high-income" taxpayers.
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