There are several planning strategies and tactics that can benefit not only the charity, but the contributor, as well. When giving becomes
mutually beneficial for all concerned, it’s truly a win-win scenario. Two of the more popular charitable giving techniques are charitable remainder annuity trusts (CRATs) and charitable remainder unit trusts (CRUTs). Steve and Dan explore these two ideas that can help you serve your philanthropist clients.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More