AllFreePapers.com - All Free Papers and Essays for All Students
Search

Choosing Charitable Giving Vehicle

Autor:   •  October 22, 2015  •  Case Study  •  7,063 Words (29 Pages)  •  1,420 Views

Page 1 of 29

[pic 1]

COLLEGE OF BUSINESS

SCHOOL OF ACCOUNTANCY

        FIRST SEMESTER 2015/2016 (A151)

BKAL3063 INTEGRATED CASE STUDY

GROUP E

CASE 3 BRIEF CASE REPORT:

CHOOSING A CHARITABLE GIVING VEHICLE

Prepared for:

MADAM ROHANA @ NORLIZA BINT IYUSOF

Prepared by:

NURULHUDA BINTI  ISMAIL

221340

NORMAENAH BINTI  MOKHTAR

221400

NOR FATIN BINTI MOHD RAFIE

221465

SITI NURSYUHARA BINTI SALLEH

222153

CHEANG HUI YI

222058

DATE OF SUBMISSION: 19th October 2015

Elaine White who was a financial advisor and she needed to choose the best charitable giving vehicle for two families. For the Carsons who were upper-middle class clients, White has to choose and suggest the best charitable vehicle so to meet the objective of the Carsons which was to receive a tax deduction this year but delay distribution decisions to a later date. Next, for the Bradleys who were the wealthy couple and have more complex tax situation, thus White has to recommend them with the best charitable vehicles which allow them to fulfil their objectives. In order to solve the problems, it is recommended that Donor-Advised Funds should be chosen for the Carsons while Charitable Remainder Trusts should be selected for the Bradleys. The reason is both DAF and CRT have meet the objectives for both families respectively.

Table of Content

Introduction        

II.        Statement of Problem        

Issue 1:  Choosing the Best Charitable Giving Vehicle for Upper-middle Class Family        

Issue 2: Choosing the Best Charitable Giving Vehicle for Wealthy Family        

III. Causes of Problem        

ISSUE 1: Choosing the Best Charitable Giving Vehicle for Upper-middle Class Family        

ISSUE 2: Choosing the Best Charitable Giving Vehicle for Wealthy Family        

IV. Decision Criteria and Alternative Solutions        

Alternative Charitable Vehicles for Upper-Middle Class client        

...

Download as:   txt (35.7 Kb)   pdf (535.6 Kb)   docx (49.5 Kb)  
Continue for 28 more pages »