 
Links Licenses The Links Program accesses our treatise, Charitable Remainder Trusts, and our newsletter, the "Charitable Remainder Trust Letter." The Links license gives the licensee the right to sub-license the library to others. The Basics The electronic library teaches when and how to use charitable remainder trusts, a popular trust that raises large gifts for charity while saving taxes for high-end donors. It is needed by charities, advisors, banks, brokerage firms and others, and so can be used for marketing up and down this chain. These trusts are complicated and the rules change, so there is a need to educate, update and link all the parties. We do this with the most comprehensive tax and financial resource on the market, which is designed to provide an overview or meet the needs of different advisor groups for an in-depth, updated reference tool. The library can travel by lap-top and be accessed from different computers. It opens up a common resource to all who need it, thus facilitating communication up and down the chain. It is more prone to build relationships because it is a prized resource of needed information that allows the parties to interact without wasting each other's time. Education creates donors for the charity and clients for the for-profit group. Education leads to action - current and down-the-road gifts for charity, fees and sales for advisors and financial groups. We educate and link the parties, whether they are experts or leave the details to others. The buyer of the license links the parties with a significant educational resource, and in the process a charity gets to solicit donations while creating donors, or a business gets its marketing message out with a tool that creates more clients. Market, educate, link, and in the process create more donors or clients. This level of education, donor identification and getting the parties together would be too expensive and cumbersome without the internet. Charities
Charities can reduce or eliminate costs by obtaining a for-profit sponsor,
by sharing the cost with other charities or asking advisors to pay a
small amount compared to the normal cost of the library. For-Profit Companies Financial groups and others may license the CRT R&D Library for use with its employees or advisor network, or it may sponsor the CRT R&D Library for a prominent charity in its community. By enabling advisors to work with charitable remainder trusts, the for-profit sponsor creates a need for money management, trust management and administration, financial planning, life insurance, variable annuities, specialized funds, etc. If the corporation works with a charity or group of charities, the for-profit sponsor helps the charity who gets the library out to advisors as part of its fund-raising program. The corporate sponsor also promotes itself to attorneys, CPAs, financial planners and others who advise wealthy clients. Typically, all the parties involved in high-end philanthropy (charities, wealthy donors and advisors) are prime markets for the corporate sponsor. Why CRTs?
"Donor advisors play an increasingly influential role in the donor's decision to create a charitable remainder trust. In fact, the advisor's role was significantly more important for CRTs than for bequests or charitable gift annuities. Advisors were the source of information about CRTs and the encouragement to create the trust for over half of all trust donors. The impact of advisors has increased significantly since the 1992 survey
... Charities should include advisor outreach and education as part
of of a comprehensive marketing plan." Ms. Kathryn W. Miree, Journal
of Gift Planning, published by the National Committee on Planned Giving,
3rd Qtr. 2001. What We Offer We are offering the most prestigious, comprehensive reference source on CRTs, written by J. Michael Pusey, nationally known in the charitable planning field. For additional information, see the "About the Author" section of our web site. Estate Planning magazine, March, 2001, says of our 1700 page electronic book: "Because the features of this trust may vary as much as the clients for whom they are drawn, a reference source covering this broad category is vital for estate planning professionals. Fortunately, such a work is readily available. Conveniently prepared for electronic media, J. Michael Pusey's Charitable Remainder Trusts (now in its fourth edition) is the comprehensive reference source for this subject area... Cleanly written, well-organized, and impressively documented, this volume offers the most complete and up-to-date treatment of this subject available anywhere...Mr. Pusey has improved upon what was already the reference standard in the field. This is an indispensable resource." Charitable Gift Planning News said the treatise was "the most comprehensive tax and financial treatise on charitable remainder trusts on the market....The book offers the charitable remainder trust planner a comprehensive and essential reference work that cannot be duplicated." The CRT R&D Library offers comprehensive tax analysis along with practical financial illustrations. The lawyer has guidelines to IRS model agreements to help pinpoint the tax issues involved in particular sections of the trust agreement. The CPA has sample tax returns, reporting checklists, etc. The treatise covers CRTs from the planning stage, through implementation, to winding down the trust. The CRT R&D Library also includes a newsletter on CRTs. How It Works Under our Links licensing program, the licensee purchases the library with the right to re-sell or give the library to advisors. The licensee purchases at a discount from the normal $495 cost per year. Technical Aspects
The links license can work from this web site or the licensee's web
site. If sub-licensees access the full library from this web site, the
purchaser of the links license merely transmits the password to its
network of users. The links license may also work from the purchaser's
web site, in which case the purchaser adds three PDF files to a password-protected
web page on its web site. Financial Aspects
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