Professional Advisor Toolkit

On this page you can view and download informational materials for planned giving options. Updates for 2021 include: estate and gift tax exemption amounts, removal of language specific to only the 2020 tax year, and notation of 100% of AGI limit for gifts of cash in 2021.

Click here for more information about Charitable Giving After the CARES Act of 2020 and the Consolidated Appropriations Act, 2021

Maggi Spartz, Michael Kopec, Warren Ransom

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