Demystifying Planned Giving
Taxes, family, charities of choice … pick two! The idea of discussing planned giving options with donors sets many development officers’ teeth on edge. Full disclosure, I am not a tax advisor and while none of us should go beyond our comfort level in these delicate conversations, we would be doing our organizations a disservice not to be well versed on the topic. Admittedly, CRUTS and CRATS are complex concepts. The good news is that explaining these giving vehicles can be le