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Quid Pro Quo and Fundraising Events: Not following the charitable gift QPQ rules means trouble for charities and donors.

• Authors : Teitell, Conrad¹; Sherman, Rachel B. G.²; Gent, Katherine C.³

• Source: Trusts & Estates. Jun2020, Vol. 159 Issue 6, p13-19. 7p.

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Conning to Grips With the New Charitable Gift Substantiation Regs: Practitioners need to understand what's now required.

• Authors : Tidd, Jonathan G.

• Source: Trusts & Estates. Feb2019, Vol. 158 Issue 2, p24-30. 7p.

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Simplified Treatment for Missing The IRA Rollover Deadline: Self-certification available in 11 situations.

• Authors : Hoyt, Christopher R.¹

• Source: Trusts & Estates. Jun2017, Vol. 156 Issue 6, p42-46. 5p.

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The "Why" Behind a Gift: Understanding more than the what, when and how is key.

• Authors : Sharpe, Jr., Robert F.¹

• Source: Trusts & Estates. Oct2018, Vol. 157 Issue 10, p50-53. 4p.

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Miscommunications Between Donors And Donees: Noble intentions don't always translate to the best results.

• Authors : Woehrle, Christopher P.¹

• Source: Trusts & Estates. Oct2018, Vol. 157 Issue 10, p41-45. 5p.

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Charitable Deductions for Gifts by Individuals, Partnerships and Corporations: A primer on a plethora of philanthropic provisions.

• Authors : Teitell, Conrad¹; Bartlett, Stefania L.²; Santoro, Cara Howe²

• Source: Trusts & Estates. Oct2018, Vol. 157 Issue 10, p31-40. 10p.

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Giving or Leaving IRA Assets to Charity: Some issues and problems.

• Authors : Tidd, Jonathan G.

• Source: Trusts & Estates. Oct2018, Vol. 157 Issue 10, p24-30. 7p.

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Formula gift held to be fixed without adjustment.

• Source: Trusts & Estates. Jan2021 Supplement, p17-18. 2p.

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Springboard to Stronger Client Relationships: Use tax reform to start the conversation about charitable giving.

• Authors : Williams, Brie¹

• Source: Trusts & Estates. Oct2018, Vol. 157 Issue 10, p46-48. 3p.

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IRS rules that transfers of IRAs from an estate to trusts and then to inherited IRAs aren't taxable distributions or rollovers.

• Source: Trusts & Estates. Jan2021 Supplement, p16-16. 1/3p.

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