Foundation Annuities

Guggenheim Is Flexing Its $170 Billion Muscles
When the bidding began last winter for the Los Angeles Dodgers -- a storied baseball team in America's capital of glamour -- the lengthy list of suitors was predictably studded with bold-faced names. There were TV celebrities like Larry King, baseball luminaries like the former Dodgers great Steve Garvey, billionaire investors such as hedge fund mogul Steve Cohen, and prominent owners of other ... Read News

The UCLA Foundation
Annuities payable represent actuarially determined liabilities for contractual obligations of gift annuity funds. Net Assets. Foundation’s lending agreement with Bank of New York Mellon includes restrictions for the ... Access Full Source

Annual Statement Of The Segregated Gift Annuity Fund 2010
14.1 Have all agreements and forms in use for the issue of annuities in New York State been filed with the Foundation of the Roman Catholic Diocese of Buffalo NY, Inc. Foundation of the State University of NY Garrison Forest School, Inc. ... Get Content Here

WRIGHT STATE UNIVERSITY FOUNDATION, INC. Dayton, Ohio
Foundation, Inc. (“Foundation”) as of June 30, 2010 and 2009, and the related statements of activities Annuities payable 124,400 610,700 Loan payable 200,000 400,000 Total liabilities 2,444,691 3,193,598 NET ASSETS Unrestricted ... Read Here

Charitable Remainder Unitrust - Wikipedia, The Free Encyclopedia
Foundation; Private foundation; Charitable organization; Public-benefit nonprofit corporation; Mutual-benefit nonprofit corporation; Religious corporation; Additional topics: Charity Navigator; Charity badge; Donor intent; List of charitable foundations; ... Read Article

Consolidated Financial Statements And Supplemental Schedules ...
Foundation relinquished control of two of those chapters. As a result, net assets as of August 31, 2010 have Charitable gift annuities 609,510 Investments held for long-term purposes 5,929,511 Property and equipment, net 1,540,466 Total assets: ... Document Viewer

Consolidated Financial Statements December 31, 2011 And 2010 ...
Foundation’s internal control over financial reporting. Accordingly, we express no such opinion. An audit Charitable gift annuities payable 5,443 5,516 Bonds payable (note 9) 25,000 25,000 Total liabilities 49,259 48,374 ... Fetch Full Source

Flow Chart
Trusts General Operating Fund of the Foundation Annuities Wills (Gift Structure) (Trustee) (Estate Planning) (Charitable Remainderman) (Supporting Organization) Examples: Examples: Hope Covenant Building Fund - Northland Christian Counseling Center Dusty and Arlyce Gibbs ... Fetch Document

The Role Of Real Annuities And Indexed Bonds In An Individual ...
Grant from the Alfred P. Sloan Foundation. The Role of Real Annuities and Indexed Bonds In An Individual Accounts Retirement Program Jeffrey R. Brown MIT annuities, and variable payout annuities with returns linked to common stock returns. 33 ... Read More

Voluntary 403 (b) Tax Deferred Annuity (TDA) Program
Nor will it affect SDSU Research Foundation’s contributions to the retirement plan with TIAA-CREF. annuities and 403 (b)(7) mutual fund custodial accounts. For 2013, the limit is generally the lesser of 100% of compensation or $17,500. ... Return Doc

Example Donor Story - Hawaii Hospitals & Healthcare | Hawaii ...
Full faith and credit of the Foundation and are not insured under any government entity. Charitable * Charitable Gift Annuities are age sensitive. They provide the greatest financial benefits to older donors, ... View Document

The Foundation
Colleges Foundation and in students like Ryan Ayala, Kendra Francia and Joseph Jenneford not only changes lives but enriches our community. Kendra Francia Annuities Trusts Bequests Some planned gifts even offer immediate tax and ... Access Full Source

American National Insurance Company - Wikipedia, The Free ...
Insurance Annuities mutual funds Financial Products: Revenue: US$2.95 Billion (FY 2009: Net income: US$15.6 Million (FY 2009: the majority of the stock continues to be controlled by the Moody family through the Moody Foundation and Libby Shearn Moody Trust, ... Read Article

THE UNIVERSITY OF MARYLAND FOUNDATION, INC
Investment fund for trusts and annuities. A Foundation board member is as a senior administrative officer of the holding company for that fund. 9. Income taxes The Foundation is organized and operated exclusively for charitable and educational purposes within ... Document Retrieval

Foundation For Deaconess And Valley Healthcare, The - Order ...
The Foundation for Deaconess and Valley Healthcare is a charitable organization and has been issuing charitable gift annuities in the State of Washington, and is therefore governed by Title 48 ... View Full Source

Giving By Design - Sitemason
Manages the Foundation’s gift annuities and new trusts. The Merrill Lynch team has extensive professional experience and keen understanding of the financial issues of seniors.Along with the Foundation staff, the Merrill Lynch advisors trav- ... Read Content

DRAFT INVESTMENT POLICY FOR THE UNIVERSITY OF MARYLAND ...
Contract Management of Trusts & Annuities. The Foundation has amassed a small portfolio of trusts and annuities whose assets, after meeting the terms of the agreements with donors, will become the property of the Foundation for the benefit of the University. ... Document Viewer

Information About Gift Annuities
Donors who fund Gift Annuities are eligible for a double tax benefit. The first tax benefit is an income tax deduction equal to the present value of the remainder (the present value of what is estimated will be distributed to charity). LCMS Foundation Other titles: ... Fetch Content

Wayne County Foundation
Wayne County Foundation . Finance Officer Position . Principal Duties and Responsibilities . 1. Responsible for all aspects of the Foundation’s financial records and day-to-day and charitable gift annuities in the Foundation’s ... Read Here

Consolidated Financial Statements December 31, 2010 And 2009 ...
Foundation’s internal control over financial reporting. Accordingly, we express no such opinion. An audit Charitable gift annuities payable 5,516 6,033 Bonds payable (note 9) 25,000 25,000 Total liabilities 48,374 51,937 ... Read Here

Charitable Gift Annuity Application
Please note that Renaissance Charitable Foundation Inc. cannot issue Charitable Gift Annuity contracts in all states. For a list of the current states, commercial annuities offered by insurance companies and other financial institutions. ... View Doc

Allianz Life - Wikipedia, The Free Encyclopedia
In New York, annuities and life insurance products are offered by Allianz Life Insurance Company of New York (Allianz Life of NY). Wikipedia® is a registered trademark of the Wikimedia Foundation, Inc., a non-profit organization. Contact us; ... Read Article

Charitable Solutions, LLC Is A Non-cash Asset Receipt ...
In 2003, we helped create Dechomai Foundation, Inc. as a national donor advised fund dedicated to non-cash assets. While gift annuities are extremely attractive and simple to understand for donors, they also are very complex to manage from a liability and policy standpoint. ... Get Doc

Charitable Gift Annuity: A Dependable Way To Support The ...
Charitable Gift Annuity: A Dependable Way to Support the College of Dentistry By Chuck Van Hecke Director, Gift Development The University of Illinois Foundation’s charitable gift annuity program enables alumni, ... Get Doc

Alabama Gift Annuities

DENISE VOIGT CRAWFORD CHAIRMAN JOHN R. MORGAN State ...
In Alabama, nine individuals have been charged with scamming parishioners at the Daystar Assembly of God church in Prattville out of more than $3 million. dollars of charitable gift annuities in the last few years, and both were basically ... Fetch Document

Important Facts For State Policymakers Deficit Reduction Act
Prior to the DRA, annuities were often used to shelter assets, especially in situations where one member of a couple entered a nursing home. To discourage the use of annuities to shelter funds for heirs while ... View Full Source

Kitchen Table Philanthropy: Simplifying The Choices For ...
Inc., in Birmingham, Alabama. She provides planned giving, endowment, and foundation management services to help charities build financial stability through planned gifts and endowment. Ms. funds, gift annuities and endowments. ... Return Document

Getting Serious About Building Endowment: Straight Talk For ...
Alabama §§16-61A-1 to 16-61A-8 Montana §§72-30-101 to 72-30-207 gift annuities or the pooled income fund when necessary to answer questions or to resolve mailing or distribution issues. 29 Investment Management Services Required ... Fetch Full Source

Annual Statement Of The Segregated Gift Annuity Fund 2010
Alabama Montana Florida Columbia University N8320 Congregation of the Passion, Holy Cross Province Consumers Union of United States, Inc. N5915 Cooper Union for the Advancement of Science and Art N5853 Answer: charitable gift annuities? ... Read Document

Eligibility, Asset Transfers, And Estate Recovery
Annuities ..12 Life Estates Alabama $768,429,449 $4,222,784 0.5% $766,521,275 $6,204,836 0.8% Alaska $99,307,550 $0 0% $107,091,559 $0 0% coverage at the time the gift was made. ... Retrieve Document

The University Of Alabama
Charitable Gift Annuities: Gifts made in exchange for an annuity paid by the University will be recorded at the present nongovernmental sources through the Office for Sponsored Programs will be included in the University’s gift totals. University of Alabama Donor Advised Fund (DAF): ... Access Doc

TATE NCOME 2010 ETIREMENT NCOME AX EAR - NCSL Home
The states that offer an exclusion for all state and local government pension income are Alabama, Hawaii & Deductions for Individual and Corporation Income Tax, Corporation Franchise Tax, Inheritance Tax, and Gift Tax Source: Tax Topics: Pensions and Annuities. http://www ... Access Full Source

THE ROLE OF PLANNED GIVING IN MAJOR GIFTS
ALABAMA AND US FIGURES FROM IRS STATISTICS OF INCOME BULLETIN 2001 TAX YEAR State Number of Returns Number of Itemized Deductions Number of gift annuities for members of the parish or congregation to allow parishioners to make a gift ... View Doc

Small Business Banking And Loans - Small Business Bank ...
Annuities - Insurance; Business Banking; Blogs & Podcasts; Children and Saving; How to Bank; Scams | Security | Safety; Banking / Loans. About.com; Money; Banking / Loans; Business Banking; Advertise on About.com; Our Story; News & Events; SiteMap; All Topics; Reprints; Help; ... Read Article

Life Ins. Law Survey No. 30: Solicitation - Use Of Disclosure ...
Alabama Ala. Admin. Code 482-1-129-.01 et seq. (Annuity Disclosure) Ala. Admin. Code 482-1-129-.03 Applies to all group and individual annuity contracts/certificates except: Charitable gift annuities; and . Funding agreements. But applies if: ... Fetch Doc

Estate Planning, Wills, Estate Taxes, Wills And Estate ...
Gift Tax Exemption Chart; 2013 Estate & Gift Tax Laws; State Estate Tax Chart; Free Wills & Estate Planning Newsletter! Sign Up. By Category. Estate Planning Basics; Ownership of Property; Planning for Disability; You and Your Attorney; How to Avoid Probate; ... Read Article

2013 Form 1099-R
For a charitable gift annuity, report as a long-term capital gain as explained in the instructions for Form 8949. Box 4. Shows federal income tax withheld. premiums paid on commercial annuities or insurance contracts recovered tax free; ... Retrieve Full Source

UNDERSTANDING AND DRAFTING NONPROFIT GIFT ACCEPTANCE POLICIES ...
2002, 2003 Kathryn W. Miree & Associates, Inc. P. O. Box 130846, Birmingham, Alabama 35213, kwmiree@giftplanners.com 1 UNDERSTANDING AND DRAFTING NONPROFIT GIFT ACCEPTANCE POLICIES Kathryn W. Miree, J.D. Charitable Gift Annuities ΠCharitable gift annuities require the most thought of all. ... Retrieve Here

Charitable GiFt aNNUitY DiSclOSUre BrOchUre
The Raymond James Charitable Endowment Fund does not issue gift annuities . in. Alabama, Arkansas, California, Hawaii, Maryland, North Dakota, New Gift annuities are contractual relationships governed by . applicable state law. ... View Doc

The Jacksonville State University Foundation 2000 Honor Roll ...
Gadsden, Alabama Mr. Ted Propes, Vice President Atlanta, Georgia Dr. Parker Granger, Treasurer Jacksonville, Alabama University Foundation with a more sizable gift. Trust and Annuities: Cash, marketable securities or real property may be used to ... Read Here

BRIEF SUMMARY CHART OF ASSET PROTECTION & RELATED ADVANTAGES ...
TYPE OF ADVANTAGE FLORIDA ALABAMA GEORGIA TENNESSEE Homestead exemption regarding annuities) (a) 100% exempt as to cash value and death benefits on No estate/gift taxes; 4% sales tax (prescriptions exempt); 0.3% avg. prop. ... Visit Document

The Myth Of Medicaid Spend-Down - Center For Long-Term Care ...
B Includes philanthropy, and revenue from gift shops, parking lots, etc. 4 private costs reflect a spend-down of life savings? Or is a Annuities 8.0 5.8 6.7 Income from Assets 24.8 27.2 29.6 Earnings and Other Sources 20.6 ... Doc Viewer

Planned Giving Manager Suite
• ACGA rate tables for deferred annuities issued in New York or New Jersey • Gift Annuity Disclosure Statement updated for Alabama requirements requirement and new Alabama gift annuity disclosure requirements. We also have added ... Access Document

Community Property, Elective Share Laws - Can You Disinherit ...
Estate & Gift Tax; Share; Free Wills & Estate Planning Newsletter! Sign Up. Discuss in my forum. all life insurance proceeds, and all IRAs and annuities. This information has been derived from Two Ways to End a Marriage: Divorce or Death, by Laura A. Rosenbury, Utah Law Review, 2005 ... Read Article

Annuities Salvation Army

2009 Fort Belvoir Tax Center / Tax Prep Guidelines
Pensions, retirement, annuities, IRS distributions Rental: One rental home only Unemployment Social Security Deductions: Moving expenses If you donated items to Salvation Army/Goodwill types bring receipt that shows date, name and address of the organization ... View Full Source

Glendale Silvercrest Residence P. O. Box 22646, Long Beach ...
The Salvation Army Tell us about the people who will or plan to live in the apartment. (1) Name Head of Household Yes real estate, retirement funds of all kinds, annuities and trusts. I have fully stated my total income and assets to the best of my knowledge in this application. Initials Print Name ... Fetch Content

Annual Statement Of The Segregated Gift Annuity Fund 2010
Page 3, Exhibit of Annuities In Force, Line 1, Col. 1 Page 3, Line 15 (Annuity fund balance) Page 3, Line 7 (Total income) Salvation Army N9150 Samaritan's Purse N6257 NC Save the Children Federation, Inc. N5446 Siena College N5403 Skidmore College ... Access Document

Determining The Value Of
Salvation Army, the FMV would be the price applies when determining the value ofless you can show that there were unusual cir- discussion on Annuities, Terms for Years, Re- tion must yield a significant public benefit. Special factors. ... Retrieve Content

IN THE COURT OF COMMON PLEAS Of PHILADELPHIA COUNTY FIRST ...
The Salvation Army is not, therefore, entitled to judgment as a matter of law based upon its compliance with the Fire Code, as code compliance does not rule out a finding of Pennsylvania Company for Insurance on Lives and Granting Annuities v. Lynch , ... Fetch This Document

CHARITABLE PLANNED GIVING
Annuities are private annuities between a donor and a charity. Salvation Army) are now sponsoring periodic e-mail updates for professional advisers, annual CLE seminars, and occasional videoconferences, all regarding the latest developments in charitable planned giving. ... Get Document

Chapter Newsletter Published Monthly Presidents Message
Salvation Army at our November meeting. Please bring a non-perishable food item for the basket. At the October meeting we will be nominating annuities and benefits will be a target during the next few years. CFE Meeting 1 November ... Access Doc

Cost Or Selling Price Of The Donated Determining The Value Of
The Salvation Army, the FMV would be the price that typical buyers actually pay for clothing of this age, condition, style, and use. discussion on Annuities, Interests for Life or Terms of Years, Remainders, and Rever-sions. ... Get Document

SASV 2011 Annual Report R4
• Annuities and securities • Stock gifts • Grants and matching gifts Our Mission ˜e Salvation Army, Silicon Valley gratefully accepts support from a variety of sources, including: • Cash gifts • In-Kind gifts • Planned gifts ... Retrieve Doc

MATILDA R. WILSON I, MATILDA R. WILSON, Of The County Of ...
Annuities under this Article by purchasing and delivering to the annuitant a fully paid-up contract issued by a life insurance company authorized to The Salvation Army, a Michigan corporation, Detroit 75,000 ... Fetch This Document

About Taxes - Federal Tax Tips, News, And Planning Advice ...
Get control over your tax situation. Learn how to prepare your tax return, lower your tax burden through smart tax planning strategies, and compare tax preparation software. Plus get answers to your tax questions from the About.com Guide to Tax Planning. ... Read Article

INCOME TAX CHANGES FOR INDIVIDUALS AND TRUSTS EFFECTIVE TAX ...
INCOME TAX CHANGES FOR INDIVIDUALS AND TRUSTS EFFECTIVE TAX YEAR 2012 (FOR RETURNS FILED IN 2013) During 2011 and 2012, Governor Rick Snyder signed legislation amending the Michigan ... Get Doc

The Salvation Army Southern Territory
Examples: (life insurance, annuities, etc.) 6  Be cautious and remember that a toll free number and official looking stationary are not signs of legitimacy. Salvation Army Corps Eligibility: 1) Salvationist student-soldier in good ... View Full Source

Cat. No. 15109Q Determining Determining Fair Market Value ...
Salvation Army, the FMV would be the price that guesswork. You must consider all the facts and costs, securities, and works of art sold at auction Capitalization of Income Annuities, Interests for For information on the circumstances under ... Return Document

EMERGENCY RESOURCE GUIDE
All account numbers, including 401K’s, CD’s, annuities, etc.).  Mortgage paperwork (on all owned properties). Salvation Army (941) 954-4673 Sarasota County Government Emergency Management (941) 861-5000 United Cerebral Palsy Sarasota ... View This Document

Friday, February 20, 2009 Area Social Services Resource Guide
Discover FCSLA Life Insurance and Annuities: (FCSLA 5 year withdrawal penalty – 5% 1st year, declining 1% per year through year 5; Each year FCSLA waives its penalty for a Salvation Army (all utilities)..724-652-7921 WELFARE Lawrence County Assistance Office ... Fetch Content

Giving Hope Always
Charitable Gift Annuities, Endowments, Securities, Life Insurance Policies, gifts of Property or Retirement Funds, The Salvation Army, Territorial Headquarters, Public Relations and Development 2 Overlea Blvd., Toronto ON M4H 1P4 ... View This Document

CLIENT CHECK-IN SHEET FOR TAX APPOINTMENT
Pensions & Annuities Income from Rental Property Gambling SS Benefits EXPENSES: Educators Student Loans Tuition Expense Vehicle Taxes Real Estate Taxes Other Taxes Goodwill, Salvation Army, Kidney Foundation Interest Expense Home Mortgage Second Mortgage ... Visit Document

Family Assistance
Advises on annuities and insurance policy information. Advises on working with other professionals, such as accountants, attorneys and insurance professionals. all key organizations including the American Red Cross and Salvation Army. ... Content Retrieval

NON CASH CHARITABLE CONTRIBUTIONS / DONATIONS WORKSHEET
Information used is from a Salvation Army "Valuation Guide" published several years ago and updated for assumed inflation. Although the values are believed to be reasonable, there are no guarantees or warranties as to their accuracy. ... View This Document