JMP Charitable Management Services is a boutique literature and services firm
specializing in planning major gifts and the administration of charitable
remainder trusts (CRTs).
JMP Charitable Management Services tailors its literature and services
packages to the unique needs of professionals in the specialized areas of
Mr. Pusey's treatise Charitable Remainder Trusts, Reference Edition
($350 / $250 sale price) is described as "the most comprehensive tax and
financial treatise on CRTs on the market" by Charitable Gift Planning News.
Mr. Pusey is also co-author of Tax Planning Techniques for Individuals, 2nd
Ed., AICPA (1980), and has written numerous tax articles on charitable
planning and other topics.
We welcome the opportunity to work with your attorneys and other advisers.
Summary of Offerings
|Publications ||Support Packages /|
"Talk with the Author"
- Charitable Remainder Trusts, Reference
Edition, 1800 pages, $350 (Reg. $250).
- Quarterly cumulative updates are
$60 each (includes newsletters).
- Book Plus. Subscribers receive Reference
Edition + quarterly updates + newsletter
+ 1 1/2 hours of support services for
$300 per quarter.
- CRTs for Administrators, Executive
Edition, 300 pages, $100 (Reg. $135)
CRTs for Planners, Executive Edition,
325 pages, $125 (Reg. $160)
- Executive Plus. Executive Edition buyers
receive newsletter for one year +
1 hour of support for an extra $100.
- CRTs for Planners & Administrators, Exec.
Ed., 390 pages, $150 (Reg. $185)
Quarterly CRT newsletter, 4 pages, $100
- Donor booklet, 40 pages, $20
- CRT Tax Librarian Package. Receive 1
hour of research and support services
for a reduced rate of $100 per month.
This monthly services package includes
Executive Editions. Executive Editions consist of excerpts from the
comprehensive treatise; all include subject index, table of authorities,
Donor Interview Form and Checklist of Disclosures and Disclaimers.
The Administrators Executive Edition includes compliance checklists, typed
portions of relevant sections of CRT returns, as well as illustrative
administrator's reports. It is designed for charity's business office,
financial institution and others charged with administration.
The Planners Executive Edition includes a summary and discussion of 41 present
value examples. It is designed for Planned Giving and Trust / Investment
Officers, Financial Planners and others concerned with financial analysis
from the donor's perspective.
The Planners and Administrators Executive Edition includes both compliance
checklists and reports, and financial analysis examples. Its broader scope
meets the needs of CPAs, charities, financial institutions and others
concerned with both planning and administration.
Support services packages. Book Plus has a literature emphasis but includes
personalized services. It is designed for the specialist, full-service firm,
or charity needing comprehensive literature, research support and expanded
access to charitable planning resources. Book Plus is billed quarterly. (
Executive Editions are not included.)
Executive Plus, with the appropriate Executive Edition, is a bargain designed
to round out the needs of the non-specialist or charity that needs help on
special occasions. It gives Executive Edition buyers a year's subscription
to the newsletter for a one-time cost of $100. As a bonus, offer includes up
to an hour of support services within one year of purchase.
The CRT Tax Librarian Package is designed for the adviser or charity that needs
more personal support services and an expanded library or research base. We
have 40,000 pages of computer files, and many hard-to-find, specialized
materials. This program has twice the support services of Book Plus and
includes the newsletter. Librarian Package is self-billed; prepay one month
Trust administration. Our basic rate structure for CRT
administration (if the trust has no income limitation) is $375 + .3% for the
first $1 million, .2% for the 2nd million, and .1% thereafter, subject to a
$1,200 annual minimum and $325 set up fee.
Index of Site for Non-Frame Browsers: