Planned Giving
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Saturday June 27, 2026

Bills / Cases / IRS

Tax Guide for Churches and Religious Organizations

Please click here to see full Case


Previous Articles

Zero Deduction With Charitable Reverse Split Dollar

Michael T. Caricci, et ux., et al v. Commissioner

Private Foundation Merger Guidelines In Rev. Rul. 2002-28

Unitrust "Special Needs Trust" Permitted In Rev. Rul. 2002-20

John C. Todd, et ux. v. Commissioner; 118 T.C. No. 19; No. 17046-99

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The Marist Mission in Education

The mission of Marist School is to form the whole person in the image of Christ through instruction grounded in religious values, the teachings of the Catholic Church, and the spirit of the Society of Mary. This mission is advanced through communal pursuit of excellence in academic, religious, extracurricular, leadership, and service programs.
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.