Farms, tax planning, and funding a family legacy
Given that there are more than
Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents, according to the
The community foundation edge: Personal knowledge, QCD eligibility, and public support
Advisors frequently comment that they’re surprised to discover the many ways the community foundation can help their clients, especially compared with national donor-advised fund programs affiliated with brokerage houses or financial services firms. Here are three examples of the types of comments community foundations have heard over the years from attorneys, accountants, and financial advisors: […]
Cash crunch: Gifting non-income producing assets
For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving. Still, for clients who own property, stocks, and other assets that tend to go up in value in an inflationary environment, now may be […]
QCDs: Good news and important reminders
Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of
Social consciousness: Today’s expectations of advisors
Especially over the last few years as
So, what happened to tax reform? And what does that mean for charitable giving strategies?
Transfer of wealth: Following the money
Giving hard-to-value assets: It’s not just for real estate anymore
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