The document discusses the use of Private Placement Variable Annuity (PPVA) Investment Accounts to optimize planned gifts to private foundations or public charities. It highlights the tax-deferred benefits of PPVA accounts and compares the future value of investments in taxable accounts versus PPVA accounts over time.
doj/DataSet10/EFTA01447449.pdf
{"title":"Optimizing Planned Gifts to a Private Foundation or Public Charity","document_type":"financial","document_subtype":"investment strategy","key_organizations":["Winged Keel Group"],"reference_numbers":["DB-SDNY-0102082","SDNY_GM_00248266","EFTA01447449"]}