March 2011


News by CTAC

March 2011


Advisor Corner

The Hybrid Charitable Remainder Unitrust "Foundation"

How in the world can a Charitable Remainder Unitrust operate as a hybrid Foundation - a Unitrust Foundation?  Part life income Unitrust and part grantmaking Foundation?  Why would anyone want one of these? 

Click here to read more. 

Fundraiser Corner

Are "Where Most Needed" Gifts Second Class Gifts or Among the Most Noble of All Gifts?

Do you think it's the Donors who have a problem giving to their favorite charities and letting them use their gifts where most needed?  Or as a Fundraiser, is it really your problem because you think major undesignated gifts are the enemy to solid Donor development?

Click here to read more.

Donor Corner

Teach Your Children Well... Mentoring Means Modeling

Every day, American children are inundated with messages about must-have toys, computer games, designer-label apparel, and more.  In a "me-centered" culture, it can be quite a challenge to educate children about the needs of the less fortunate in our neighborhoods and around the world.

Click here to read more.

Questions? Recommendations for a future article? Email your thoughts to

Where's CTAC?

IRS Discount Rates

April 27-29, AiP Conference in Chicago

May 5, NOPGC Planned Giving Day in Cleveland

June 22-23, Colorado Planned Giving Roundtable

March: 3.0%

February: 2.8%

January: 2.4%



The opinions expressed by CTAC are not intended as legal advice.  Please find consultation for advice specific to your situation.  CTAC is happy to answer any questions you may have.