In Charitable Giving, Simplicity Wins!
We live in a time when charitable strategies can often create more burden than freedom. In counter-intuitive fashion, Bob and Bryan talk about the power of simplicity as a core Christian virtue and as it relates to charitable giving. A charitable remainder trust, for example, is a vehicle that is great for some, but for others, ends up being a complex burden they can’t get rid of. So what can be done? For starters, in 2020 and 2021, the CARES Act allows generous givers access to a whole suite of simple charitable strategies that can be done easily with a little advice from your CPA. Stay tuned.