This document is a one-page presentation on optimizing planned gifts to a private foundation or public charity using a PPVA Investment Account. It highlights the benefits of tax-deferred environments for charitable bequests, allowing for significant growth in asset value over 20 to 30 years. The PPVA Investment Account offers control over the investment portfolio, deferral of gains, and potential tax elimination on gains if a charity is named as beneficiary.
doj/DataSet10/EFTA01454391.pdf
{"key_people":["Brian Man Gartner"],"document_type":"correspondence","document_subtype":"presentation","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc."]}