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All Booklets discontinued as of 02/06/2008
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Booklets
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| 1. PLANNING YOUR ESTATE A blueprint for your own lifetime benefit, your family and your favorite charities Tells your donor: | |
 | Objectives of a modern estate plan |
| Importance of a Will in your donor's estate plan |
| Information to gather for advisors |
| Saving federal estate and gift taxes and probate costs |
| Charitable gifts during life and by Will as part of an estate plan including charitable gifts that pay your donor life income. |
A concise explanation of the new gift, estate and generation-skipping tax provisions; pointers on planning under the cloud of the law's uncertainties. 16 pages | |
| 2. PERSONAL AND FINANCIAL RECORDS |
This complete, detailed record book enables your donor to estimate accurately the value of his or her estate. It simplifies preparing an inventory of donor's assets. |
| 3. BASICS OF TAXWISE CHARITABLE GIVING Reduce out-of-pocket cost/Make larger gifts possible Here are the basic tax and financial benefits of charitable giving, both outright and deferred. This booklet gives the overall picture that the others describe in greater detail. 16 pages |
| 4. CHARITABLE REMAINDER UNITRUSTS A gift that pays you life income Explains this major source of support in straightforward language. Tells how the charitable deduction is determined and shows the favorable way the income payments are taxed to the life-income beneficiary. 12 pages |
| 5. CHARITABLE REMAINDER ANNUITY TRUSTS A gift that pays you life income In simple question and answer form, this booklet explains an important giving technique. Tells the donor his or her charitable deduction and how life-income payments are taxed. 12 pages |
| 6. POOLED INCOME FUND GIFTS Pay you life income This complete explanation of pooled income gifts shows the donor how to increase spendable income and at the same time make a significant contribution to your institution. 12 pages
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7. Smart Tax Strategies for IRAs and other charitable gifts
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pRICES for BOOKLETS (#1-6) |
(Quantity prices are per titlenot total of all booklets ordered.) |
12-page booklets |
100 to 499, $1.28 each 500 to 999, $1.27 each 1000 to 2499, $1.26 each |
2500 to 4999, $1.25 each 5000 to 9999, $1.24 each 10,000 or more, $1.23 each |
SAMPLE BOOKLET $1.50 ppd. |
16-page booklets |
100 to 499, $1.30 each 500 to 999, $1.29 each 1000 to 2499, $1.28 each |
2500 to 4999, $1.27 each 5000 to 9999, $1.26 each 10,000 or more, $1.25 each |
SAMPLE BOOKLET $1.50 ppd. |
32-page booklets |
100 to 499, $2.19 each 500 to 999, $2.18 each 1000 to 2499, $2.17 each |
2500 to 4999, $2.16 each 5000 to 9999, $2.15 each 10,000 or more, $2.14 each |
SAMPLE BOOKLET $2.50 ppd. |
Want to use Teitell's copy but design and print your own booklets on a royalty-fee basis? |
Contact us for rates on royalty fees. |
To place an online order or to request sample booklets, use our Order/Request Form |
Sample booklets (#1-6) are $15.00 ppd. a set « Smart Tax Strategies is $5.00 ppd.(credited toward order) |
To talk to a live person, call toll free: (800) 243-9122 « Fax: (203) 637-4572 |
Taxwise Giving & Philanthropy Tax Institute |
