A presentation on optimizing planned gifts to a private foundation or public charity using a PPVA Investment Account. It highlights the benefits of tax deferral and increased asset value for charitable bequests.
doj/DataSet10/EFTA01455487.pdf
{"key_people":["Brian Gartner"],"document_type":"correspondence","document_subtype":"fax","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc.","Deutsche Bank"],"reference_numbers":["DB-SDNY-0114269","SDNY_GM_00260453","EFTA01455487"]}