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The Private Letter Ruling
Metamor recognized the need to improve the manner in which CGA's were managed. We also recognized the need to provide interested parties with clear and undisputed guidance from the Treasury Department regarding this form of financial gifting. To that end, we endured a four year journey through the Exempt Organization Division and Chief Counsels Office of the IRS to discuss and review our business model from all angles. In the final analysis, we were granted an affirmative ruling in all areas, clearing the path for a more secure, more profitable and more appropriate transaction for Charitable Organizations to offer their planned giving donors.
Private Letter Ruling, Part 1: The Donor Perspective [PDF: 184KB]
Private Letter Ruling, Part 2: The Issuing Charity Perspective [PDF: 168KB]
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