The document outlines the structure and benefits of using a Private Placement Variable Annuity (PPVA) for planned gifts to a private foundation or public charity. It compares the future value of a $25 million investment earmarked for charity using a taxable investment account versus a PPVA investment account, highlighting the tax advantages and potential growth of the PPVA option.
doj/DataSet10/EFTA01447444.pdf
{"title":"Optimizing Planned Gifts to a Private Foundation or Public Charity","document_type":"tabular","document_subtype":"financial analysis","key_organizations":["Winged Keel Group"],"reference_numbers":["DB-SDNY-0102076","SDNY_GM_00248260","EFTA01447444"]}