Alabama Charitable Gift Annuities

Athletic ScholArShip The University Of Georgia ProgrAm
L charitable gift Annuities Estate Gifts l Bequests (gifts by will) l testamentary trusts l new life insurance policies. Recognizing Endowment Donors donors to the Athletic Scholarship endowment program are among the Athletic Association’s ... Fetch Doc

The University Of Alabama
The University of Alabama DAF is a 501(c)(3) charitable organization separate from the University and consisting of various individual donor advised funds established by Charitable Gift Annuities: Gifts made in exchange for an annuity paid by the University will be recorded ... Read Full Source

DENISE VOIGT CRAWFORD CHAIRMAN JOHN R. MORGAN State ...
In Alabama, nine individuals have been charged with scamming parishioners at the Daystar Assembly of God church in Prattville out of more than $3 million. dollars of charitable gift annuities in the last few years, and both were basically ... Content Retrieval

23 Planned Giving Terms You Should Know
123 Main Sreet., Middletown, Alabama. The most common gift amounts are usually stated in one of the following ways: a) A specific amount, among other things, charitable gift annuities, charitable remainder trusts, both unitrust and annuity trusts, ... Read Full Source

UNIVERSITY OF MINNESOTA FOUNDATION
Less charitable gift annuities reported separately (30,742,190) Total $ 1,291,169,268 Investments held in traditional structures represent those held directly by the Foundation in custodial accounts with financial institutions. ... View Doc

Annual Statement Of The Segregated Gift Annuity Fund 2010
Alabama Montana Florida Columbia University N8320 Congregation of the Passion, Holy Cross Province Consumers Union of United States, Inc. N5915 Cooper Union for the Advancement of Science and Art N5853 charitable gift annuities? 11.1 If yes, ... View Full Source

Kitchen Table Philanthropy: Simplifying The Choices For ...
What impact does family philanthropy have on estate and charitable planning, Inc., in Birmingham, Alabama. She provides planned giving, endowment, and foundation funds, gift annuities and endowments. ... Document Retrieval

2013 Form 1099-R
For a charitable gift annuity, report as a long-term capital gain as explained in the instructions for Form 8949. Box 4. Shows federal income tax withheld. premiums paid on commercial annuities or insurance contracts recovered tax free; ... Retrieve Doc

THE ROLE OF PLANNED GIVING IN MAJOR GIFTS
ALABAMA AND US FIGURES FROM IRS STATISTICS OF INCOME BULLETIN 2001 TAX YEAR State Number of Returns Number of Itemized Deductions 41 Minton, Frank, Charitable Gift Annuities The Complete Resource Manual ( Planned Giving Services: 1999), p. ... Read Document

charitable GiFt aNNUitY DiSclOSUre BrOchUre
The Raymond James Charitable Endowment Fund does not issue gift annuities . in. Alabama, Arkansas, California, Hawaii, ( 4) Charitable Gift Annuities – A charitable gift annuity in an arrangement between a donor and RJCEF in which the donor ... View Doc

Life Ins. Law Survey No. 30: Solicitation - Use Of Disclosure ...
Alabama Ala. Admin. Code 482-1-129-.01 et seq. (Annuity Disclosure) Ala. Admin. Code 482-1-129-.03 Applies to all group and individual annuity contracts/certificates except: Charitable gift annuities; and . Funding agreements. But applies if: ... Access Full Source

The Top Ten Charitable Planning Ideas For 2012
Alabama Planned Giving council, a past president of the Estate Planning Council of Birmingham, Inc. and Deferred charitable gift annuities offer a donor a way to make a series of contributions to a charity ... View Doc

Annuities” (or the line for “Taxable amount”), and on Form 8606, as applicable. However, if this is a lump-sum distribution, see For a charitable gift annuity, report as a long-term capital gain on Schedule D. Box 4. Shows federal income tax withheld. Include this amount on ... Return Document

Www.archdiocese-no.org
His career includes fundraising and executive positions with Loyola University in New Orleans, the University of Alabama in Tuscaloosa, and charitable gift annuities.” The vast majority of funds held in the Catholic Foundation actually are used to benefit parishes, ... Read Here

The Jacksonville State University Foundation 2000 Honor Roll ...
One-life Charitable Gift Annuities range as high as 12% and are based on the age of the annuitant. For purposes of our illustration, Gadsden, Alabama Mr. Ted Propes, Vice President Atlanta, Georgia Dr. Parker Granger, Treasurer Jacksonville, Alabama ... View Doc

DEMYSTIFYING PLANNED GIVING MARKETING: Secrets For Success
Alabama, Inc. (board vice-chair), The Altamont School (board chair), and The Capstone Foundation. charitable gift annuities (executed documents), life insurance policy gifts, life insurance beneficiary payouts, retirement plan ... Doc Retrieval