DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP
  • 30/08/2014
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DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP

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Descripción de DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Jason Meredith, J.D., FCEP. They will discuss the basics of Charitable Remainder Trusts (CRTs). In this podcast, they will cover the following points, and more: 1. What is a Charitable Remainder Trust (CRT)? 2. What are the advantages of setting up a CRT in your Will? 3. What type of asset(s) works best in a CRT? 4. Is there a protective aspect of a CRT? 5. How does the May 2014 Supreme Court ruling affect Inherited IRAs? 6. How much does an individual have to have before you setup a CRT? 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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education planning development leadership training nonprofit Executive major fundraising donors professionals annual trusts estate gifts giving staff organizations Non-Profit planned attorneys charitable not-for-profit npo remainder

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