Case Study Analysis and Solutions

Case ID: 314073

Abstract:
Case Solution & Analysis for Choosing a Charitable Giving Vehicle by Robert C. Pozen, Mayur Desai, Maura A. Graul
Elaine White is an accountant advising two couples, the Carsons and the Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and straightforward charitable giving objectives. The Bradleys are a wealthy couple with substantial assets, a more complex tax situation, and a desire to control the timing and recipients of their charitable contributions. White must consider the objectives of these families in the context of several charitable giving vehicles, including Public Charities, Private Foundations, Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Pooled Income Funds.

Keywords:
Accounting, Accounting methodologies, Advertising strategy, Finance, General management, Philanthropies, Tax accounting, Taxation, Choosing a Charitable Giving Vehicle Case Solution

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