Case Studies

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		Rated
	12 Dec 2016 \| General \| National Publication, Richard L. Fox, Esq. \| Article Vanderbilt University Pays $1.2 Million to Donor In Order to Rename... Richard Fox explores some of the complex issues of naming rights, including cautions when things go bad.	0
	9 Jun 2016 \| Life Estate Agreement \| National Publication \| Case study Mary had a little stock whose gain was quite a bit! Sometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.	4
	24 Mar 2015 \| Pooled Income Fund \| National Publication \| Article \| 4 comments e-PIF-any Pooled Income Funds (PIF) have been around for a long time and, until recently, fallen out of favor. Perhaps because interest and dividend rates have been at historical lows for several years and because most PIFs were established some years ago, the combination of...	0
	5 Mar 2015 \| Charitable Remainder Trust \| National Publication \| Article \| 13 comments Explaining the CRUT to Your Client Charitable Remainder Unitrusts are sometimes difficult to explain to clients. There are a lot of options. But not if you have the right FREE tool. Read and download the tool now.	4
	27 Oct 2014 \| Charitable Lead Trust \| National Publication, Two Hawks Consulting, LLC \| Case study \| 3 comments Case Study: Should I do this? The wide reach of The Planned Giving Design Center (PGDC) leads to many interesting opportunities, not the least of which are questions from donors about gift structures, strange opportunities or other inquiries.	3
	28 Aug 2014 \| Charitable Remainder Trust \| National Publication, David Wheeler Newman \| Article The Income Control Unitrust David Wheeler Newman explores the NIMCRUT and its extraordinary possibilities. His case study makes a compelling statement that Charitable Remainder Trusts are alive and well and will continue to be.	2.75
	18 Oct 2012 \| National Publication \| Case study Case Study: A Family Business Succession Plan with Zero Estate Tax... Clients that want to keep businesses in the family often have many constraints to overcome. These may include control issues, transfer taxes, successor leadership, cash flow challenges and estate equalization, to name a few. In this case study and accompanying...	4.666665
	9 Aug 2012 \| Real Property \| National Publication \| Case study \| 1 comments Case Study: Keeping a Treasured Residence in the Family Family homes and/or vacation homes can become associated with happy times and precious family memories. Some families want to keep the home in the family for future generations to enjoy. In this case study and accompanying ...	4
	5 Jul 2012 \| Privately Held Business Interests \| National Publication, Two Hawks Consulting, LLC \| Case study Case Study: Planning for the Family Business Family businesses represent one of the most complex challenges for financial and estate planners; particularly when the business is owned horizontally and vertically within the family structure. In this case study and accompanying 78-page report, Randy Fox of Two...	0
	29 Jun 2011 \| Privately Held Business Interests \| National Publication, Two Hawks Consulting, LLC \| Case study Case Study: Selling the Family Business Gerald and Eileen live a very modest lifestyle. Although they have not planned for retirement, they are fortunate to have recently inherited a closely-held business. The downside is their estate lacks adequate liquidity, does not incorporate their charitable giving...	5
	31 Jul 2009 \| National Publication \| Case study Combining Charitable Lead and Remainder Trusts to Create a Temporary... Charitable remainder trusts and charitable lead trusts are often used independently to accomplish a broad variety of personal and philanthropic planning objectives. In this case study, we see how these trusts can be used in combination to provide substantial current...	5
	21 Jul 2009 \| Charitable Lead Trust \| National Publication \| Case study Case Study: Using a Charitable Lead Trust to Meet Multiple Personal... Nongrantor charitable lead trusts are designed to pay an income stream to charity for a term defined in the trust instrument with the remainder interest passing to noncharitable remainder beneficiaries, often the trustor's children, upon termination of the trust....	2
	14 Jul 2009 \| Charitable Lead Trust , \| Charitable Remainder Trust \| National Publication \| Case study Case Study: Using the Charitable Remainder Trust to Simulate a... Most charitable remainder trusts are created with the intention of providing an income stream to the donors for their lifetimes with the remainder passing to charity at the conclusion of the trust term. In this case study, Mr. and Mrs. Allen take advantage of...	5
	1 Jul 2009 \| Charitable Gift Annuity \| National Publication \| Case study \| 8 comments Case Study: Utilizing Gift Annuities to Help Older Donors Provide for... It was Will Rogers who once said, "I'm not as interested in return on my principal as I am return of my principal. In this case study, Mr. Braun, an 82-year-old widower who is worried about market volatility, learns how he can transfer...	5
	19 Jun 2008 \| National Publication \| Case study \| 3 comments Creating a Temporary Private Foundation Using a Charitable Lead Trust One of the greatest planning challenges for many philanthropists is to balance their goals of providing for charity in the immediate term and family members long-term. In this case study, The Sharpe Group illustrates how a couple concerned about an uncertain gift...	4.333335
	12 May 2008 \| National Publication \| Case study \| 6 comments Case Study: Using a Term of Years CRAT to Make a Significant Near... Are charitable remainder unitrusts measured by the life of the trust's income recipients always the automatic recommendation for younger donors? In this case study, we examine how of the challenges of providing dependable cash flow and meeting a capital campaign...	4.6
	28 Sep 2006 \| Bequest \| National Publication \| Case study \| 5 comments Case Study: A Twice-Blessed Gift A Presentation Case Study Annie Arnold is a retired day school administrator with a modest estate. In this case study, Annie shows that with a testamentary trust and a little time, a little can go a long way for both her family and charity.	0
	27 Sep 2006 \| National Publication \| Case study A Charitable Remainder Unitrust for a Troublesome Asset A Presentation Case Study Walter and Helen Wilson are in their early 70s and hold a highly appreciated, low yielding stock they are no comfortable owning. In this presentation case study, the Wilson's attorney shows them how they can use a charitable remainder unitrust to sell the stock...	5
	27 Sep 2006 \| Bequest \| National Publication \| Case study \| 7 comments Case Study: Testamentary Planning for the Retired Professor A Presentation Case Study Ken Kotter is a retired fine arts professor who desires to leave a lasting legacy for his family and charity. In this presentation case study, Professor Kotter revises his will to endow a scholarship fund at his college and create two testamentary charitable remainder...	4
	18 Sep 2006 \| National Publication \| Case study \| 7 comments Case Study: The Charitable IRA Rollover A Presentation Case Study Terry Robinson is 73, owns a $2.6 million Individual Retirement Account, and has already maximized his deductible charitable contributions for the year. In this presentation case study, Terry takes advantage of the charitable IRA rollover rules to increase his gifts to...	4

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Explaining the CRUT to Your Client

"Extremely informative! Thank you for making such a difficult subject easy to explain." from lilili.

"Did you download the PDF attached to this article? What other presentation materials do you have an interest in? more PDFs on charitable trusts,..." from Lee Hoffman.

"I have been asked by my church to educate the community about charitable trusts and do a presentation that explains the benefits of establishing..." from Omaramra1018.

"Mark, we offered the tool in the article here: http://www.pgdc.com/g/page/charitable-remainder-unitrust-presentation We also sell the software that..." from randy a. fox.

"I am wondering the same." from kramsetab.

"Great presentation. Is there a readily available tool to generate and customize a similar presentation. Thanks" from hatemdhiab.

"There must be a charity or charity named in the document. However, your client can reserve the right to revoke the charity. He could then default to..." from randy a. fox.

"Client wants to reserve naming the specific charity to a board of trustees subsequent to his death. I am afraid this is not a completed gift for tax..." from John E. Rogers.

"Lee, Thank you. This is an excellent, well thought out presentation. One that I know will assist my clients in their understanding of the..." from ARD_CCIM.

"CRUT's are frequently used by families wanting to provide for a disabled family member. A CRUT personal beneficiary payout can be directed to a..." from Donald Moore.

"That tool will be coming soon. stay tuned" from randy a. fox.

"Would like to have a comparable tool for explaining a CRAT to a client." from MontyHarris.

Case Study: The Simplest Planned Gift: Funding Outright Gifts with Appreciated Securities

"Jim, I love success stories like yours. As I review the survey data, it appears even the very affluent still mostly write checks. Poor advice or no..." from randy a. fox.

"You have it essentially correct. The Pease amendment phaseouts have very little effect and are dependent on other factors such as the rest of the..." from randy a. fox.

"For single individuals with an AGI of 300K, what are the limits to giving appreciated securities to public charities (assume the gift is $100K of..." from insight.

Case Study: Keeping a Treasured Residence in the Family

"It's hard to let go of something specially when it was yours all your life. Glad to know there's a strategy to keep the place." from Cheryle Louque.

e-PIF-any

"Lynda, Leave it to you to provide cogent context for this article. Thanks, as always, for your insights" from randy a. fox.

"Cute name. The resurgence of PIFs has a lot to do with the "new" regulations on definition of income from 2004. While there are open questions in..." from lyndasands.

"Remember, only income can be distributed. That leaves the principal in tact" from randy a. fox.

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		Rated
	12 Dec 2016 \| General \| National Publication, Richard L. Fox, Esq. \| Article Vanderbilt University Pays $1.2 Million to Donor In Order to Rename... Richard Fox explores some of the complex issues of naming rights, including cautions when things go bad.	0
	9 Jun 2016 \| Life Estate Agreement \| National Publication \| Case study Mary had a little stock whose gain was quite a bit! Sometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.	4
	24 Mar 2015 \| Pooled Income Fund \| National Publication \| Article \| 4 comments e-PIF-any Pooled Income Funds (PIF) have been around for a long time and, until recently, fallen out of favor. Perhaps because interest and dividend rates have been at historical lows for several years and because most PIFs were established some years ago, the combination of...	0
	5 Mar 2015 \| Charitable Remainder Trust \| National Publication \| Article \| 13 comments Explaining the CRUT to Your Client Charitable Remainder Unitrusts are sometimes difficult to explain to clients. There are a lot of options. But not if you have the right FREE tool. Read and download the tool now.	4
	27 Oct 2014 \| Charitable Lead Trust \| National Publication, Two Hawks Consulting, LLC \| Case study \| 3 comments Case Study: Should I do this? The wide reach of The Planned Giving Design Center (PGDC) leads to many interesting opportunities, not the least of which are questions from donors about gift structures, strange opportunities or other inquiries.	3
	28 Aug 2014 \| Charitable Remainder Trust \| National Publication, David Wheeler Newman \| Article The Income Control Unitrust David Wheeler Newman explores the NIMCRUT and its extraordinary possibilities. His case study makes a compelling statement that Charitable Remainder Trusts are alive and well and will continue to be.	2.75
	18 Oct 2012 \| National Publication \| Case study Case Study: A Family Business Succession Plan with Zero Estate Tax... Clients that want to keep businesses in the family often have many constraints to overcome. These may include control issues, transfer taxes, successor leadership, cash flow challenges and estate equalization, to name a few. In this case study and accompanying...	4.666665
	9 Aug 2012 \| Real Property \| National Publication \| Case study \| 1 comments Case Study: Keeping a Treasured Residence in the Family Family homes and/or vacation homes can become associated with happy times and precious family memories. Some families want to keep the home in the family for future generations to enjoy. In this case study and accompanying ...	4
	5 Jul 2012 \| Privately Held Business Interests \| National Publication, Two Hawks Consulting, LLC \| Case study Case Study: Planning for the Family Business Family businesses represent one of the most complex challenges for financial and estate planners; particularly when the business is owned horizontally and vertically within the family structure. In this case study and accompanying 78-page report, Randy Fox of Two...	0
	29 Jun 2011 \| Privately Held Business Interests \| National Publication, Two Hawks Consulting, LLC \| Case study Case Study: Selling the Family Business Gerald and Eileen live a very modest lifestyle. Although they have not planned for retirement, they are fortunate to have recently inherited a closely-held business. The downside is their estate lacks adequate liquidity, does not incorporate their charitable giving...	5
	31 Jul 2009 \| National Publication \| Case study Combining Charitable Lead and Remainder Trusts to Create a Temporary... Charitable remainder trusts and charitable lead trusts are often used independently to accomplish a broad variety of personal and philanthropic planning objectives. In this case study, we see how these trusts can be used in combination to provide substantial current...	5
	21 Jul 2009 \| Charitable Lead Trust \| National Publication \| Case study Case Study: Using a Charitable Lead Trust to Meet Multiple Personal... Nongrantor charitable lead trusts are designed to pay an income stream to charity for a term defined in the trust instrument with the remainder interest passing to noncharitable remainder beneficiaries, often the trustor's children, upon termination of the trust....	2
	14 Jul 2009 \| Charitable Lead Trust , \| Charitable Remainder Trust \| National Publication \| Case study Case Study: Using the Charitable Remainder Trust to Simulate a... Most charitable remainder trusts are created with the intention of providing an income stream to the donors for their lifetimes with the remainder passing to charity at the conclusion of the trust term. In this case study, Mr. and Mrs. Allen take advantage of...	5
	1 Jul 2009 \| Charitable Gift Annuity \| National Publication \| Case study \| 8 comments Case Study: Utilizing Gift Annuities to Help Older Donors Provide for... It was Will Rogers who once said, "I'm not as interested in return on my principal as I am return of my principal. In this case study, Mr. Braun, an 82-year-old widower who is worried about market volatility, learns how he can transfer...	5
	19 Jun 2008 \| National Publication \| Case study \| 3 comments Creating a Temporary Private Foundation Using a Charitable Lead Trust One of the greatest planning challenges for many philanthropists is to balance their goals of providing for charity in the immediate term and family members long-term. In this case study, The Sharpe Group illustrates how a couple concerned about an uncertain gift...	4.333335
	12 May 2008 \| National Publication \| Case study \| 6 comments Case Study: Using a Term of Years CRAT to Make a Significant Near... Are charitable remainder unitrusts measured by the life of the trust's income recipients always the automatic recommendation for younger donors? In this case study, we examine how of the challenges of providing dependable cash flow and meeting a capital campaign...	4.6
	28 Sep 2006 \| Bequest \| National Publication \| Case study \| 5 comments Case Study: A Twice-Blessed Gift A Presentation Case Study Annie Arnold is a retired day school administrator with a modest estate. In this case study, Annie shows that with a testamentary trust and a little time, a little can go a long way for both her family and charity.	0
	27 Sep 2006 \| National Publication \| Case study A Charitable Remainder Unitrust for a Troublesome Asset A Presentation Case Study Walter and Helen Wilson are in their early 70s and hold a highly appreciated, low yielding stock they are no comfortable owning. In this presentation case study, the Wilson's attorney shows them how they can use a charitable remainder unitrust to sell the stock...	5
	27 Sep 2006 \| Bequest \| National Publication \| Case study \| 7 comments Case Study: Testamentary Planning for the Retired Professor A Presentation Case Study Ken Kotter is a retired fine arts professor who desires to leave a lasting legacy for his family and charity. In this presentation case study, Professor Kotter revises his will to endow a scholarship fund at his college and create two testamentary charitable remainder...	4
	18 Sep 2006 \| National Publication \| Case study \| 7 comments Case Study: The Charitable IRA Rollover A Presentation Case Study Terry Robinson is 73, owns a $2.6 million Individual Retirement Account, and has already maximized his deductible charitable contributions for the year. In this presentation case study, Terry takes advantage of the charitable IRA rollover rules to increase his gifts to...	4

Case Studies

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Learn, Share, Gain Insight, Connect, Advance

Recent activity

Explaining the CRUT to Your Client

Case Study: The Simplest Planned Gift: Funding Outright Gifts with Appreciated Securities

Case Study: Keeping a Treasured Residence in the Family

e-PIF-any

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