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Charitable organizations / Charitable remainder unitrust / Charitable trust / Charitable Gift Annuity / Planned giving / Estate tax in the United States / Grantor retained annuity trust / Charitable Remainder Annuity Trust / Trust law / Law / Taxation in the United States / Inheritance


Chapter 18 Philanthropy and Planned Giving William M. Sheets* Office of Gift Planning University Advancement
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Document Date: 2015-04-19 18:23:16

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File Size: 88,65 KB

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Company

Charitable Lead Trust / Procter and Callahan LLC / Glatstein & O’Brien LLP / Colorado Senior Law Handbook Charitable Remainder Trust / /

Country

United States / /

Currency

USD / /

Event

Reorganization / Company Expansion / M&A / /

Facility

Indiana University / /

IndustryTerm

real estate / take food / bank / tax law concept / software programs / software program / /

Organization

Colorado State University / Internal Revenue Service / American Council on Gift Annuities / Indiana University / The Greens / Center on Philanthropy / /

Person

Maria Cosway / William M. Sheets / Mark D / Rikke M. Liska / Jane Green / John Green / Thomas Jefferson / Robert L. Payton / Brown / /

Position

attorney / financial planner / Counsel / CPA / knowledgeable advisor / Head / or both / retirement plan administrator / estate administrator / trustee / advisors / including tax consultants and attorneys / /

ProvinceOrState

Colorado / /

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