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Saturday December 2, 2023

News

Thank you for your interest in Joy to the World Foundation. Our hope is to serve you and your family with helpful information. More
Wills - Good and Bad
Personal Planner
Wills - Good and Bad
Where is the Missing Will? More than 40 wills were submitted to the...
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National Tax Security Awareness Week
Washington News
National Tax Security Awareness Week
On November 17, 2023, the Internal Revenue Service (IRS) and its Security...
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How an Incentive Trust Can Influence Your Heirs
Savvy Living
How an Incentive Trust Can Influence Your Heirs
What can you tell me about creating an incentive trust? I have concerns...
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scriptsknown

Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Donor Advised Funds

Are you looking for a way to give and serve better? Would you like to simplify your annual and lifetime charitable giving? A donor advised fund (or DAF) might be a great solution for you.
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Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Let us help you with your gift plans.