News & Analysis as of November 17, 2024

Assignments

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Loot and Private Foundation Rules - Part 2
Loot and Private Foundation Rules – Part 1
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The Case For Making Substantial Unrestricted Gifts To A Charitable Corporation Indirectly Via Assignment To An Independent...

Charles E. Rounds, Jr. - Suffolk University... on 4/8/2024

When considering how to make a substantial gift to a charitable corporation, one should not rule out making it indirectly via assignment to an independent trustee. First, an independent trusteeship facilitates proper asset...more

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Private Foundations › Cy Pres Funds › Assignments

The Case For Making Substantial Unrestricted Gifts To A Charitable Corporation Indirectly Via Assignment To An Independent...

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