Winds of change and headwinds: Legislation and inflation
You’ve no doubt noticed that donor-advised funds have been featured more prominently over the last few weeks in financial and wealth management publications. That’s in part because the Accelerating Charitable Efforts Act was
Trends That Inform What Your Clients Are Thinking Even If They Aren’t Saying It
Hot off the press, the
What Your Charitable Clients Need To Know Now About Tax Reform
Late last month, the White House
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: […]
Planned Giving Starts Now: Tips and Talking Points for Lifetime Charitable Gifts
According to 2020 statistics released in June 2021 as part of 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
Proposed Legislation: What’s In It For Giving?
The nonpartisan
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
“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 […]
IRAs, Field-of-Interest Funds, and Designated Funds: Don’t Overlook These Powerful Tools
Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances and it’s important to be aware of