So, what happened to tax reform? And what does that mean for charitable giving strategies?
Year-End Giving: Repeat, Repeat, Repeat
It’s the season for email newsletters hitting your inbox with tips for tax planning. We get it! With so much information flying around for your clients, too, we highly recommend that you cut through the noise and mention three key tax strategies to your clients at least twice, and ideally three times, before late December: […]
What Your Charitable Clients Need To Know Now About Tax Reform
Late last month, the White House
Trends That Inform What Your Clients Are Thinking Even If They Aren’t Saying It
Hot off the press, the
These Three Factors Are a Big Deal in Gifts of S Corp Stock to Charity
S Corporation, or limited liability company? That’s a
Planned Giving Starts Now: Tips and Talking Points for Lifetime Charitable Gifts
According to 2020 statistics released in June 2021 as part of the
Donor Privacy: Ongoing Concern For a Common Client Priority
In an era of social media and intense polarization of rhetoric, it’s no wonder so many charitable individuals and families choose to give to their favorite causes
Proposed Legislation: What’s In It For Giving?
The nonpartisan
“501(c) what?”: Sorting through jargon to determine deductibility
When tax season rolls around each spring, a new crop of questions may arise concerning clients’ gifts to various organizations and whether those donations qualify as tax-deductible charitable contributions. Keep in mind that Section 501(c) of the Internal Revenue Code lays out the requirements for organizations to be considered tax-exempt–a status for which an organization […]
“If not 501(c), then what?”: Cautioning Clients About Crowdfunding
What if your clients make donations to entities that don’t fall under a specific section of the Internal Revenue Code, but feel “charitable” nonetheless because the dollars are helping people in need? Perhaps a client has helped set up a dedicated account at a bank to provide scholarships to the children of an accident victim, […]