This document discusses the benefits of using a PPVA Investment Account for charitable bequests, highlighting tax deferral and increased asset value for private foundations or public charities. It outlines the control and flexibility offered to account owners, including tax elimination if a charity is named as beneficiary.
doj/DataSet10/EFTA01455477.pdf
{"key_people":["Brian Gartner"],"document_type":"correspondence","document_subtype":"memo","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc."],"reference_numbers":["DB-SDNY-0114255","SDNY_GM_00260439","EFTA01455477"]}