Immediate Beneficiary

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What is 'Immediate Beneficiary'

A beneficiary designation most commonly used in charitable gift planning to describe which parties get an immediate benefit from a transaction. The most basic type of immediate beneficiary would be a charity that receives an outright gift from a donor. More generally, the term "immediate beneficiary" can also refer to any individual or organization that receives immediate benefits from a trust's assets.

Explaining 'Immediate Beneficiary'

Charitable giving strategies have come a long way in recent decades from simply donating property now or at the time of your death. Many philanthropic individuals now use charitable trusts that name the charity as the immediate beneficiary of either the original property or the income from that property. At the grantor's death, the property then may permanently transfer to the charity or back to the individual's heirs.

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A qualitative evaluation of a conditional cash transfer program in Turkey: The beneficiaries' and key informants' perspectives
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Entrepreneurship, small business and public policy levers
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Breast Reconstruction for Medicaid Beneficiaries: A Systematic Review of the Current Evidence
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The beneficiaries of trucking regulation
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Recreation planning as an economic problem
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The donor–beneficiary charity accountability paradox: a tale of two stakeholders
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Medicare Spending, The Physician Workforce, And Beneficiaries' Quality Of Care: Areas with a high concentration of specialists also show higher spending and less …
www.healthaffairs.org [PDF]
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Q&A About Immediate Beneficiary

How do charitable giving strategies differ from simply donating property now or at the time of your death?

Charitable giving strategies have come a long way in recent decades from simply donating property now or at the time of your death. Many philanthropic individuals now use charitable trusts that name the charity as the immediate beneficiary of either the original property or income from that property. At the grantor's death, then this may permanently transfer to the charity or back to their heirs.

Who are some examples of an immediate beneficiary?

Some examples of an immediate beneficiary include charities, individuals and organizations.

What does it mean for a charity to be named as an "immediate" beneficiary?

It means that when you die, they will receive assets immediately rather than waiting until after your estate has been settled by probate court.

What is an immediate beneficiary?

An immediate beneficiary is any individual or organization that receives immediate benefits from a trust's assets.

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