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Q&A with André
André R. Donikian, JD
(bio) (speaking engagements)

Take advantage of the expertise of our chairman and founder,
André R. Donikian, JD.

We invite you to submit a question, or call André directly at
(317) 875-0910, ext. 222.

Below is a sampling of some of the questions André has answered for our clients.

"After speaking with André for the first time, I was pleasantly surprised at how helpful and easily accessible he was, both by phone and e-mail. Whether my question was minor or more involved, André was great at helping me think things through, both the technical aspects and the more subtle nuances involved."

—Office of Gift Planning
Clarkson University
"Thank you so very much for your helpful insights this morning during our call. You distill elements down to the key parts, which is so helpful to us. I would truly benefit from the continuation of these discussions with you ... you are a great consultant ..."

—Don Martin
Colgate University

February 2012

  • Remainder beneficiaries

January 2012

  • How the market affects minimum distributions to an IRA
  • Small organizations can set up gift annuities

December 2011

  • When to issue an 8283 regarding property in a flip trust
  • How to reflect a gift of gold

November 2011

  • Invading principal from a QTIP trust
  • Family foundations vs. giving to an institution

October 2011

  • Selling remainder interest in a CRT
  • Steps to be taken to give a gift of real estate

September 2011

  • Correct bequest language address
  • Setting up a CRUT with multiple properties

August 2011

  • CGAs exempt from creditor claims
  • Charity providing a third-party appraisal for a gift of art

July 2011

  • Setting up a CGA to benefit a wife and then a survivor
  • Consequences of withdrawing funds from an IRA to establish a charitable gift annuity

June 2011

  • Are gift annuities subject to federal and state tax?
  • Using the sale of a home to endow a coaching position

May 2011

  • A Gift of an Undivided Partial Interest in a Retained Life Estate
  • Effect of the Generation-Skipping Tax on Trusts?

April 2011

  • Transferring funds from an annuity to establish another annuity
  • Making an addendum without redrafting a will

March 2011

  • Deadline for a gift from an IRA to charity after a donor's death
  • Termination of a CGA during a donor's lifetime

February 2011

  • Does a donor receive a charitable deduction after making a gift from an IRA?
  • Use of qualified charitable distribution from an IRA to discharge pre-existing enforceable pledge

January 2011

  • Estate-tax changes in 2011
  • Arranged IRA distribution directly from a donor's IRA in 2010

December 2010

  • Gifts of Closely Held Stock

November 2010

  • Creating a gift with California municipal bonds
  • Does a donor recognize capital gain with a pledge from appreciated property?

October 2010

  • Best gift for acquiring a nearby building for hospital use
  • Removing a CGA beneficiary

September 2010

  • Making a gift from a family foundation
  • Tax deductions for appreciated property limited to cost basis

August 2010

  • Transfer of Stock in an IRA
  • Charitable Deduction Rules for Gift of Personal Property
  • Determining Value of a Bond Without a Maturity Date

July 2010

  • Funding a CRUT with mortgaged real estate
  • Registering a CGA program in California

June 2010

  • Donor dying before paying IRA conversion tax
  • Using stock to make a gift

April 2010

  • Best practices for booking gift annuities with fundraising results
  • Pro rata payment for an annuity from the last payment until the death of the donor
  • Gifts of tax-free muni bonds

March 2010

  • Best planned gift to benefit donor's children
  • Binding estate-gift commitment

February 2010

  • Treating an IRA rollover gift that was received after legislation ended
  • Deferred gift annuity to include donor’s children
  • Recognizing the husband and wife as “joint donors” if the funds come solely from one account

January 2010

  • Using an IRA remainder to fund a trust?
  • Can a donor take a deduction if a charitable remainder trust experiences a capital loss?

December 2009

  • Giving an IRA rollover as stock instead of cash
  • Decreasing appraisal for a retained life estate
  • Becoming an irrevocable remainder beneficiary

November 2009

  • Can a donor add an additional charity as beneficiary of a CRUT?
  • Can a donor transfer a University Club bond to charity?
  • May a donor retain ownership of a life insurance policy after making us the beneficiary?
  • How is the donor’s charitable deduction affected with property put into a NICRUT or FLIPCRUT?

October 2009

  • How should our donor characterize payments from a trust?
  • Is there any reason why S-corp stock should not be used to fund a gift annuity?
  • Are there any inflation-beating gift vehicles?

September 2009

  • Suggestion for a donor's situation
  • Are DAFs hampered by excess business holding issues?
  • Conversing with an IBM Retiree

August 2009

  • Can a family foundation be converted to a DAF?
  • Gift of Time-Share
  • Can a commuted annuity be used?
  • Disadvantages to giving a variable annuity and setting up a CGA?

July 2009

  • Can CRT donor acting as trustee retain stock voting rights?
  • Which state law should govern?
  • Change payments from "Joe Donor" to "Joe Donor Revocable Trust"
  • Effect of CGA on Medicare

June 2009

  • Is tax-free portion of annuity in income?
  • Donor wants to make gift of home—but doesn't want to leave until he is carried out?
  • Is it ok to leave the stock in DAF as only asset?

May 2009

  • Help! Will our CRAT run dry?
  • Two gifts from one farm—Can one end and one continue?

April 2009

  • Aggressive planning with lead trusts
  • What is the right gift for my donor to make?

March 2009

  • Receiving variable annuity funds and an office building as gifts
  • Divorce and a DGA
  • "Help—Should we accept a gift from a defunct PAC?"

February 2009

  • Can I fund a CGA with tax-free municipal bonds?
  • How are taxes handled when someone dies with commercial annuities, but makes charity the benefactor?
  • Can a donor make an IRA rollover gift and direct proceeds to be used to pay the premium?

January 2009

  • "Help I need clarification on CGA termination!"
  • Receiving a house as a gift, contract changes and options
  • Can a non-qualified deferred compensation plan be signed over by a donor and then used to fund a gift annuity for them?

 

Archive of Previous Q&A's »

 
 

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