Wednesday, May 8, 2024

Gift Administration

Gift Administration

8.1 Gift Annuities

8.1.1 How to Start a Program
8.1.2 State Registration Compliance
8.1.3 IRS Tax Forms
8.1.4 Unrecovered Basis

8.2 Charitable Remainder Trusts

8.2.1 State Regulations - The Administration
8.2.2 CRT Payouts and Four-Tier Accounting
8.2.3 Forms 5227
8.2.4 Trust Investments

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