Charitable Corner

Charitable giving provides many opportunities for estate and income tax reduction and is often an important component of a high net worth individual’s objectives. This collection of educational resources is provided for both charitably inclined individuals and charitable entities to assist with their charitable endeavors.

Opportunities for Donors

Various charitable giving techniques exist to enable donors to fulfill charitable objectives. Click each icon below to learn more about these techniques.

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Charitable Family Legacy
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Overview of Charitable Lead Trusts
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Overview of Charitable Remainder Trusts
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Charitable Transfer of an Individual Retirement Account
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Maximizing Charitable Gifting Leverage
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The “Zero Estate Tax” Strategy
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Charitable Contribution Limits

Opportunities for Charitable Entities

Charitable organizations can employ many of the techniques that are available to for-profit businesses. Click each icon below to learn more about these techniques.

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Using Life Insurance to Benefit Charity
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Retaining Key Employees of a Non-Profit Organization
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Non-Profit Entity Selection

Strategies for Charitable Entities

Like for-profit entities, non-profit entities have concerns about formation, retaining key personnel, and retirement plans. The resources below provide information to help address these concerns.

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Retirement Plan Information for Tax Exempt Organizations
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Permanent Life Insurance Living Benefits for Non-Profits

The Nautilus Group®, its member agents, and staff do not provide tax, legal or accounting advice. For advice on such matters, consult with appropriate professional counsel. The Nautilus Group® is a service of New York Life Insurance Company.