This document outlines the benefits and structure of using a Private Placement Variable Annuity (PPVA) Investment Account for planned gifts to private foundations or public charities. It highlights the tax advantages, cost structure, and potential future value of investments using PPVA compared to taxable investment accounts. The document also includes disclosures about the nature of PPVA as an unregistered securities product and the importance of consulting with qualified advisors for legal and tax advice.
documents/vol00010-efta01462652-pdf.pdf
{"title":"Optimizing Planned Gifts to a Private Foundation or Public Charity","key_people":["Winged Keel Group, Inc."],"document_type":"financial","document_subtype":"investment strategy","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc."],"reference_numbers":["EFTA01462652","EFTA01462653","EFTA01462654","EFTA01462655"]}