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. | Aug 9, 2018 | charitable giving, Estate Planning
After you attain the age of 70 1/2, you’re required to take a minimum distribution from your retirement plans on an annual basis, regardless of whether or not you need the money. If you don’t need your required minimum distribution (RMD) and have a...
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...
