Would you like to receive regularly scheduled payments for the rest of your life? Or for a pre-determined number of years? Are you thinking about retirement? Are you thinking about your future? Then check out a Charitable Remainder Trust (CRT). WHAT TheRead More »
The St. Francis Evangelization Center is part of the Department of Catholic Charities and Social Concerns of the Roman Catholic Diocese of Columbus. The Food Pantry currently serves 465 families a month. In the summer, families provide 10 or more mealsRead More »
For the first time since 2012, payout rates for Charitable Gift Annuities are going up. Not only that, they are going up significantly! Would you like to receive fixed income payments for life and at the same time make a giftRead More »
IRA CHARITABLE STRATEGIES Loan of IRA to Charity For those who would like to use their IRA dollars to make a large charitable impact, there is another creative strategy that enables an IRA owner to make a large significant giftRead More »
Congratulations to Dr. Robert A. Gervasi, as he was inaugurated as the 16th President at Ohio Dominican University on April 27. Gervasi has spent the last nine years serving as president of Quincy University, a private Catholic Franciscan liberal arts university locatedRead More »
Benefiting Children and Charity—IRA Testamentary Unitrust IRA owners who want to use their IRAs to benefit both their children and their favorite charities at death might consider a testamentary unitrust funded with an IRA as a potential solution. With thisRead More »
BEQUEST OF IRA TO FAMILY MEMBERS Spousal Rollover When an IRA owner passes away, the IRA is transferred according to the IRA beneficiary designation form. If the IRA owner passes away with the surviving spouse as the sole beneficiary, theRead More »
Introduction According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in the U.S. This is up significantly from theRead More »
