![TE-susan 2019.jpg TE-susan 2019.jpg](https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltf4fef374e002e33b/67372ff8b005c6727a0d56d4/TE-susan_202019_58.jpg?width=1280&auto=webp&quality=95&format=jpg&disable=upscale)
Charitable giving is an important part of many estate plans. Practitioners have a variety of strategies at their disposal to help clients give generously to the causes they care about, while also getting tax benefits. But little mistakes can cause big problems when it comes to claiming the charitable deduction. In his article, “Recurring Problems in Charitable Planning,” p. 36, Jonathan G. Tidd outlines some of the stumbling blocks regarding charitable planning around the donation. These include avoiding self-dealing when making a pledge and complying with the appraisal rules.
Our Special Report on Charitable Giving also includes some new developments involving philanthropic planning. In his article, “Wyoming’s New Contribution to Philant...
Unlock All Access Premium Subscription
Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!
Already Subscribed?