Gift Planning in a World of Higher Interest Rates

The increase of the IRS Discount Rate over the last year is unprecedented. From 2009 through 2021, this rate stayed within a narrow range from very low to record-breaking low levels. Since then, it’s been tied to a rocket ship going straight up. Now what? In this webinar, we will explore how the dramatic increase in the IRS discount rate over the past year has affected the benefits of gift annuities, charitable remainder trusts, and the other split-interest gift plans. How might you want to modify how you describe the benefits of each plan? Which ones should you emphasize in your marketing and one-on-one discussions with donors? Are there gift plans that have been given new life? We will address these questions and more during our hour together.