December 18, 2003

Charitable Giving 2003: Big and Small
You need to plan for client gifts of all sizes. For wealthy donors, new wrinkles in premium financing can lead to huge contributions with minimal out-of-pocket costs. For less affluent clients, life insurance is increasingly useful as a gift option. And still more donors may receive an end-of-the year present from Congress for their IRA plans or their non-itemized tax returns.