Category Charitable Remainder Trusts

Learn something new everyday – Donor investing donated funds? Possible?

March 12, 2010
I got one of those questions that throws off most planned giving professionals:  Can our...
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Category Charitable Remainder Trusts, Charitable Remainder Unitrusts, Ethics, Legal Rulings, Planned Giving Vehicles, Professional Advisors, Uncategorized

Planned Giving Ethics – Merrill Lynch Case Part 1

November 23, 2009
As mentioned last week (see http://theplannedgivingblog.wordpress.com/2009/11/20/planned-giving-nightmare-crt-case/ ), there was a recent court ruling out of...
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Category Charitable Remainder Trusts, Ethics, Legal Rulings, Professional Advisors

Planned Giving Nightmare CRT Case

November 20, 2009
This new legal ruling is for the die hard planned giving folk out there: http://courts.delaware.gov/opinions/%28jt5l5vngapjgmyzobwkq5ejj%29/download.aspx?ID=126540...
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