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DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP
  • 03/07/2014
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DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

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Descripción de DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President of Legal Services, Bill Gustoff, JD, FCEP, as they discuss a powerful, and under utilized, planning technique, called Charitable Lead Trusts. In this podcast, they will cover the following points, and more: 1. What is a Charitable Lead Trust (CLT)? 2. Do you have to be wealthy to setup a CLT? 3. Can you use the income out of a CLT to satisfy long-term capital campaign pledges? 4. What are different types of CLTs and how do they work? 5. What are Grantor and Non-Grantor trusts? 6. Are there any advantages in reducing, or avoiding, Generation Skipping Tax by using a CLT? 7. If an asset is in a CLT, can beneficiaries enjoy the growth? Or, are they liable for Capital Gains Tax? DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics. www.ceplan.com

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management planning capital nonprofit organization technique vehicle tool fundraising charity donors trusts lead estate giving campaigns options charities Non-Profit charitable clt npo grantor non-grantor pledges pledging

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