On behalf of Rebecca W. Geyer & Associates P.C. | Dec 19, 2018 | charitable estate planning, charitable giving, philanthropy, philanthropy in estate planning
“Philanthropy can be a differentiator,” the CEO of Exponent Philanthopy tells financial planners. “It can strengthen a client relationships over the long term and even extend to multiple generations.” Yet, in a U.S. Trust survey of 100 people with $3 million or more...
On behalf of Rebecca W. Geyer & Associates P.C. | Jul 25, 2018 | charitable estate planning, charitable giving, Indiana estate planning
“They aren’t for everyone, but this sort of donation could generate income, Eileen Ambrose writes in Kiplinger’s Personal Finance, referring to charitable gift annuities. Typically a contract between you and your alma mater (or other institution), the charitable gift...
On behalf of Rebecca W. Geyer & Associates P.C. | Jun 20, 2018 | charitable estate planning, estate planning in Indiana
The concept is an interesting one, and very much in keeping with the charitable planning goals of certain of our Geyer law estate planning clients – helping both corporations and the well-to-do help their low-income neighbors. The Indiana legislature...
