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Case Studies
Sometimes, the best descriptions come in the form of examples.
The Case Studies present actual GiftAdvisor stories about
how and why they chose to establish a Global Gift Fund
and the outcomes they've achieved through their Fund.
- Learn how Sarah used a Global Gift Fund when selling
her business to minimize taxes from the sale and share
the fruits
of her successful business venture with worthwhile institutions.
- Harriet's charitable remainder unitrust was established
to benefit her grandchildren first, then to eventually
be added to her Global Gift Fund, all the while providing
her
with an excellent tax savings.
- Dr. C. helps support his
aged mother through a charitable remainder annuity trust
that continues the payments to
mom, resulting in a substantial income tax charitable
deduction,
payments to his mother made from a tax-exempt trust
and eventually will fund the Doctor's Global Gift Fund.
- George contributed a life insurance policy that named
his wife as beneficiary. He gifted the policy to his
Global Gift
Fund in her memory. The fund is used to support causes
that were important to her as a way of keeping her
memory alive.
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