LEGACY PLANNING SERIES: CHARITABLE SPLIT INTEREST TRUST

April 11, 2024

Split Interest Gifts to a Charity, such as the RAFAs the name implies, a split interest gift involves two or more parties. One is the donor, the second is a tax-exempt 501(c)3 charity like the RAF. This is an irrevocable gift of an asset – typically a highly appreciated, yet previously untaxed one – to…

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