Planned Giving Starts Now: Tips and Talking Points for Lifetime Charitable Gifts
According to 2020 statistics released in June 2021 as part of the
Onsharp.Admin
September 20, 2021
According to 2020 statistics released in June 2021 as part of the
In an era of social media and intense polarization of rhetoric, it’s no wonder so many charitable individuals and families
When tax season rolls around each spring, a new crop of questions may arise concerning clients’ gifts to various organizations
What if your clients make donations to entities that don’t fall under a specific section of the Internal Revenue Code,
Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your
In today’s market conditions, we want to highlight the unique importance of Qualified Charitable Distributions (QCDs) and Charitable Lead Annuity Trusts (CLATs).
Donor-advised funds are a popular charitable giving tool. And right now is a perfect time to evaluate this planning strategy
Businesses frequently make cash donations to charitable organizations. But what happens to the deductibility of those donations under the state
As your clients gear up for another year of giving, how can you help them make the most of their