Episode Synopsis "Understanding Charitable Trusts"

Planned Giving Officer Keith Johnson discusses the importance of making sure your assets will actually go where you want them to when you're gone, along with some tips on how to use charitable beneficiary designations to reduce your tax burden. The post Advancement: Understanding Charitable Trusts appeared first on Cairn University.

Listen "Understanding Charitable Trusts"

More episodes of the podcast Advancement

• Disruption
• SECURE Act
• FreeWill
• Year End Gift Planning (with Dick Millham)
• The Lasting Benefits of Planned Giving
• Bequests - Giving Out of Your Estate
• A Look Inside University Advancement (with Tammy Butler)
• Introducing the Pathway Society
• Understanding Charitable Trusts
• Beneficiary Designations and Property Titling
• Legacies and Life Insurance (with Steve Melniczak)
• 7 Benefits of Charitable Gift Annuities
• Market Turmoil and the Believer (with Bob Doll)
• The New Tax Code