Thursday, December 13, 2012

Key Donor Strategies for 2013

The American Taxpayer Relief Act of 2012 did not have much relief for major donors. Your major donors tax rates have gone up!

How much? Who will pay? Will income taxes, capital gains taxes and estate taxes all increase?

Your donors who live in states with income tax could face top rates of 40% to 48% on income taxes, 28% to 33% on capital gains taxes and 40% to 50% on estate taxes.

There will be an explosion of interest in charitable tax planning during 2013. By February I will be sharing key donor strategies for 2013. You need to come to the Advanced Seminar to learn the most effective gift concepts for your major donors.


Our Advanced Seminar will cover basic and advanced charitable remainder trusts, gifts from IRAs and qualified retirement plans and charitable lead trusts.

Plan to join us for the Crescendo Advanced Seminar on Feb. 4-5 in our offices in Camarillo, California. To register for this powerful seminar, click on the link and sign up online or call Lynne at 800-858-9154.